Bogart Wealth »

Ishares Tr shares owned by Bogart Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDZ) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 1.1k 26.06
2025-12-31 $15k 566 26.37

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Ishares Tr

Capital Investment Advisors
Summit Financial
Sarver Vrooman Wealth Advisors
Golub Group
Sigma Investment Counselors
MV Capital Management
Mb, Levis & Associates
Stony Point Wealth Management
PFG Private Wealth Management
Motley Fool Wealth Management
Arrow Financial Corp.
HighTower Advisors
Parkway Wealth Management Group
UBS Group
Janney Montgomery Scott

View all funds holding Ishares Tr