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Ishares Tr shares owned by REDW Stanley Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by REDW Stanley Financial Advisors from 13F filings

Historical chart of REDW Stanley Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 76k 22.17
2024-06-30 $1.6M 74k 21.26
2024-03-31 $1.1M 52k 21.40
2023-12-31 $839k 39k 21.64
2023-09-30 $468k 23k 20.38
2023-06-30 $341k 16k 21.20

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for REDW Stanley Financial Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Morgan Stanley
Gateway Advisory
Royal Bank of Canada
Sigma Investment Counselors
Us Bancorp
HighTower Advisors
Klingman & Associates
Monumental Financial Group
Venture Visionary Partners

View all funds holding Ishares Tr