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Ishares Tr shares owned by Passive Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Passive Capital Management from 13F filings

Historical chart of Passive Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Passive Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Passive Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $321k 15k 21.22
2025-06-30 $317k 15k 20.93
2025-03-31 $314k 15k 20.75

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Schwab Strategic Tr Sht Tm Us Tres (SCHO)
American Century Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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Dimensional Etf Trust Short Duration (DFSD)
American Century Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Century Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Passive Capital Management

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