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Ishares Tr shares owned by Wilkins Miller Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Wilkins Miller Wealth Management from 13F filings

Historical chart of Wilkins Miller Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Wilkins Miller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wilkins Miller Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 55k 26.15
2025-06-30 $1.1M 42k 25.91
2025-03-31 $1.7M 66k 25.56
2024-12-31 $1.6M 64k 25.10

More positions owned by Wilkins Miller Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Wilkins Miller Wealth Management

Top funds holding Ishares Tr

Capital Investment Advisors
First Interstate Bank
Summit Financial
Sigma Investment Counselors
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Wells Fargo & Company
Ameriprise Financial
Arrow Financial Corp.
Rockefeller Capital Management
Mb, Levis & Associates
UBS Group

View all funds holding Ishares Tr