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Ishares Tr shares owned by Gilbert Capital Group

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Gilbert Capital Group from 13F filings

Historical chart of Gilbert Capital Group investment in Ishares Tr

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All positions including Ishares Tr held by Gilbert Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Gilbert Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 13k 21.15
2025-09-30 $249k 12k 21.22

More positions owned by Gilbert Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Msci Usa Quality (GARP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Gilbert Capital Group

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Venture Visionary Partners
Raymond James Financial
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
Summit Financial
Sigma Investment Counselors
UBS Group
Advisors Capital Management
Klingman & Associates
Golub Group

View all funds holding Ishares Tr