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Ishares Tr shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 17k 23.39
2025-06-30 $362k 16k 23.23
2025-03-31 $363k 16k 23.22
2024-12-31 $318k 14k 23.15

More positions owned by Delta Wealth Advisors

Ishares Tr Ibonds 25 Trm Ts (IBTF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding Ishares Tr

LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Sterling Financial Group
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Mid-American Wealth Advisory Group
Arrow Financial Corp.
Straightline Group
Cowa
Raymond James Financial
Littlejohn Financial Services
Ruggaard & Associates
Baltimore-Washington Financial Advisors

View all funds holding Ishares Tr