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Ishares Tr shares owned by Focused Alpha

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Focused Alpha from 13F filings

Historical chart of Focused Alpha investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Focused Alpha

Quarter filed Position value Share count Share price at filing
2025-12-31 $694k 27k 25.53

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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
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Alphabet Cap Stk Cl A (GOOGL)
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Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Focused Alpha

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
Sound View Wealth Advisors Group
Goss Wealth Management
Us Bancorp
Arrow Financial Corp.
HighTower Advisors

View all funds holding Ishares Tr