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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
2024-03-31 $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)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for REDW Stanley Financial Advisors

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
UBS Group
Golub Group
Gateway Advisory
Sigma Investment Counselors
Us Bancorp
Royal Bank of Canada
Raymond James Financial Services Advisors
Klingman & Associates
Arrow Financial Corp.
Buffington Mohr McNeal
Venture Visionary Partners
MV Capital Management
Rockefeller Capital Management

View all funds holding Ishares Tr