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Ishares Tr shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 72k 25.48
2024-09-30 $4.4M 178k 24.76

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Eli Lilly & Co. (LLY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
UnitedHealth (UNH)

View all positions for Centric Wealth Management

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr