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Ishares Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 43k 25.71
2024-06-30 $1.0M 41k 24.56
2024-03-31 $997k 40k 24.81
2023-12-31 $788k 31k 25.23
2023-09-30 $712k 30k 23.48

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Ishares Tr

Wells Fargo & Company
Capital Investment Advisors
First Interstate Bank
Aptus Capital Advisors
Bank of America Corporation
Gateway Advisory
Sigma Investment Counselors
Golub Group
UBS Group
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Rockefeller Capital Management
Stony Point Wealth Management

View all funds holding Ishares Tr