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Ishares Tr shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 12k 21.15
2025-06-30 $240k 11k 21.04

More positions owned by Journey Advisory Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Min Vol (USMV)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ibonds 27 Trm Ts (IBTH)

View all positions for Journey Advisory 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