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Ishares Tr shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $289k 14k 20.84

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avan Us Valu Etf (AVMV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Prosperity Planning

Top funds holding Ishares Tr

Aptus Capital Advisors
Bank of America Corporation
Morgan Stanley
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Venture Visionary Partners
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Royal Bank of Canada
Summit Financial
Sigma Investment Counselors
UBS Group
HighTower Advisors
Klingman & Associates

View all funds holding Ishares Tr