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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
2025-09-30 $1.0M 43k 23.39
2025-06-30 $743k 32k 23.23
2025-03-31 $848k 37k 23.22
2024-12-31 $941k 41k 23.15
2024-09-30 $880k 38k 23.41

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Broadcom (AVGO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Spdr Gold Tr Gold Shs (GLD)
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View all positions for Nwam

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr