Virginia Wealth Management Group »

Ishares Tr shares owned by Virginia Wealth Management Group

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

Historical chart of Virginia Wealth Management Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Virginia Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 201k 22.07

More positions owned by Virginia Wealth Management Group

Berkshire Hathaway Inc Del Cl A (BRK.A)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Cisco Systems (CSCO)
Chubb (CB)
Microsoft Corporation (MSFT)
Kinder Morgan (KMI)
Blackrock (BLK)
Ishares Tr Ibds Dec28 Etf (IBDT)
Qualcomm (QCOM)
Pepsi (PEP)
Darden Restaurants (DRI)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Southern Company (SO)

View all positions for Virginia Wealth Management Group

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