Precedent Wealth Partners »

Ishares Tr shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $566k 22k 26.05

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Core S&p500 Etf (IVV)
Lam Research Corp Com New (LRCX)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Precedent Wealth Partners

Top funds holding Ishares Tr

Capital Investment Advisors
Aptus Capital Advisors
Sarver Vrooman Wealth Advisors
Morgan Stanley
Bank of America Corporation
Sigma Investment Counselors
Golub Group
Summit Financial
Royal Bank of Canada
MV Capital Management
Wells Fargo & Company
Stony Point Wealth Management
Mb, Levis & Associates
Arrow Financial Corp.
HighTower Advisors

View all funds holding Ishares Tr