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Ishares Tr shares owned by Mendota Financial Group

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

Historical chart of Mendota Financial Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 47k 21.22
2024-06-30 $870k 43k 20.29
2024-03-31 $868k 42k 20.49
2023-12-31 $580k 28k 20.77

More positions owned by Mendota Financial Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Loews Corporation (L)
Meta Platforms Cl A (META)
PAR Technology Corporation (PAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Mendota Financial Group

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