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Ishares Tr shares owned by Stonebrook Private

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

Historical chart of Stonebrook Private investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Stonebrook Private

Quarter filed Position value Share count Share price at filing
2023-12-31 $575k 28k 20.77

More positions owned by Stonebrook Private

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Equity Etf (DFUS)
JPMorgan Chase & Co. (JPM)
Illinois Tool Works (ITW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Stonebrook Private

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Gateway Advisory
Venture Visionary Partners
Sigma Investment Counselors
Raymond James Financial Services Advisors
Golub Group
Lido Advisors
UBS Group
Wells Fargo & Company
Arrow Financial Corp.
Buffington Mohr McNeal
Envision Financial Planning
Klingman & Associates
Rockefeller Capital Management

View all funds holding Ishares Tr