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Ishares Tr shares owned by Nwam

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

Historical chart of Nwam investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Nwam

Quarter filed Position value Share count Share price at filing
2024-09-30 $880k 38k 23.41

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
United Parcel Service CL B (UPS)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Nwam

Top funds holding Ishares Tr

Bank of America Corporation
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Northwestern Mutual Wealth Management Company
Ruggaard & Associates
Goss Wealth Management
Wells Fargo & Company
Morgan Stanley
LPL Financial
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
HighTower Advisors
PFG Private Wealth Management
Private Advisor
Cowa

View all funds holding Ishares Tr