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Ishares Tr shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr

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All positions including Ishares Tr held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 4.0k 22.15
2025-06-30 $89k 4.0k 21.98
2025-03-31 $88k 4.0k 21.72
2024-12-31 $87k 4.0k 21.36
2024-09-30 $90k 4.0k 22.17
2024-06-30 $74k 3.5k 21.26
2024-03-31 $24k 1.1k 21.40

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management

View all funds holding Ishares Tr