PFG Private Wealth Management »

Ishares Tr shares owned by PFG Private Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by PFG Private Wealth Management from 13F filings

Historical chart of PFG Private Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 600k 21.15
2025-06-30 $11M 515k 21.04
2025-03-31 $10M 503k 20.75
2024-12-31 $169k 8.3k 20.35
2024-09-30 $177k 8.3k 21.22
2024-06-30 $226k 11k 20.29
2024-03-31 $228k 11k 20.49
2023-12-31 $5.7M 273k 20.77

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2033 (IBDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for PFG Private Wealth Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
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
Royal Bank of Canada

View all funds holding Ishares Tr