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Ishares Tr shares owned by Hartland & Co

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Hartland & Co from 13F filings

Historical chart of Hartland & Co investment in Ishares Tr

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All positions including Ishares Tr held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 164k 21.22
2025-06-30 $3.0M 141k 21.04
2025-03-31 $2.7M 133k 20.75
2024-12-31 $2.4M 119k 20.35

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr