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Ishares Tr shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $629k 30k 21.15

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
salesforce (CRM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Energy (XLE)
Medtronic SHS (MDT)

View all positions for LifePlan Financial

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