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Ishares Tr shares owned by Winthrop Partners - WNY

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Winthrop Partners - WNY from 13F filings

Historical chart of Winthrop Partners - WNY investment in Ishares Tr

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All positions including Ishares Tr held by Winthrop Partners - WNY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Winthrop Partners - WNY

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 50k 25.53

More positions owned by Winthrop Partners - WNY

Broadcom (AVGO)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ibonds 27 Etf (IBDS)
Wal-Mart Stores (WMT)
Ishares Tr Ibonds Dec2026 (IBDR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Winthrop Partners - WNY

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