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Ishares Tr shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 9.6k 25.62
2025-06-30 $236k 9.3k 25.29
2025-03-31 $242k 9.7k 24.99
2024-06-30 $220k 8.9k 24.56

More positions owned by Arkadios Wealth Advisors

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Broadcom Stock (AVGO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Arkadios Wealth Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
First Interstate Bank
Ameriprise Financial
Morgan Stanley
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Goss Wealth Management
MV Capital Management
Sound View Wealth Advisors Group
Us Bancorp
Klingman & Associates

View all funds holding Ishares Tr