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Ishares Tr shares owned by RVW Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by RVW Wealth from 13F filings

Historical chart of RVW Wealth investment in Ishares Tr

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All positions including Ishares Tr held by RVW Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by RVW Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $25M 1.1M 22.07
2021-06-30 $0 8.1k 0.00

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View all positions for RVW Wealth

Top funds holding Ishares Tr

Mercer Global Advisors
Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
Capital Advisors
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
UBS Group
Hm Payson & Co
Sigma Investment Counselors
Summit Financial
Klingman & Associates
Gratus Wealth Advisors
Sound View Wealth Advisors Group

View all funds holding Ishares Tr