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Ishares Tr shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Ishares Tr

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All positions including Ishares Tr held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 8.5k 25.62

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Schwab Dow Jones US Div Eq ETF Etf (SCHD)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
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NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab FTSE Developed ex-US ETF Etf (SCHF)
First Trust Preferred Sec & Inc ETF Etf (FPE)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)

View all positions for Newman Dignan & Sheerar

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