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Ishares Tr shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $587k 25k 23.06
2023-12-31 $573k 25k 22.92
2023-09-30 $366k 16k 22.53
2023-06-30 $369k 16k 22.75
2023-03-31 $369k 16k 22.80

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr

Cambridge Investment Research Advisors
Bank of America Corporation
Ashton Thomas Private Wealth
HighTower Advisors
Ruggaard & Associates
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
PFG Private Wealth Management
Wells Fargo & Company
FF Advisors
Mutual Advisors
Royal Bank of Canada
Scissortail Wealth Management
Lido Advisors
Commonwealth Equity Services

View all funds holding Ishares Tr