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Ishares Tr shares owned by Woodmont Investment Counsel

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Woodmont Investment Counsel from 13F filings

Historical chart of Woodmont Investment Counsel investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Woodmont Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Woodmont Investment Counsel

Quarter filed Position value Share count Share price at filing
2026-06-30 $340k 14k 25.19

More positions owned by Woodmont Investment Counsel

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibonds Dec 29 (IBDU)
Broadcom (AVGO)
Stonex Group (SNEX)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust St Sho Treas Etf (SPTS)
Vanguard Index Fds Mid Cap Etf (VO)
Dell Technologies CL C (DELL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)

View all positions for Woodmont Investment Counsel

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
Morgan Stanley
Capital Advisors
Bank of America Corporation
Sigma Investment Counselors
Royal Bank of Canada
UBS Group
Klingman & Associates
Raymond James Financial
Summit Financial
Sailer Financial
Sound View Wealth Advisors Group
Ameriprise Financial

View all funds holding Ishares Tr