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Ishares Tr shares owned by Lee Financial

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Lee Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $406k 20k 20.29
2024-03-31 $410k 20k 20.49

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Energy (XLE)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Lee Financial

Top funds holding Ishares Tr

Wells Fargo & Company
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Venture Visionary Partners
Morgan Stanley
Gateway Advisory
Raymond James Financial Services Advisors
Sigma Investment Counselors
Goss Wealth Management
Lido Advisors
Klingman & Associates
Arrow Financial Corp.
Envision Financial Planning
Sound View Wealth Advisors Group

View all funds holding Ishares Tr