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Ishares Tr shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $878k 38k 22.95

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Ishares Tr

LPL Financial
Morgan Stanley
Arrow Financial Corp.
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cowa
Mid-American Wealth Advisory Group
Straightline Group
Bank of America Corporation
Federation des caisses Desjardins du Quebec
Raymond James Financial
Private Advisor
Littlejohn Financial Services
Hurley Capital

View all funds holding Ishares Tr