Steele Capital Management »

Ishares Tr shares owned by Steele Capital Management

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

Historical chart of Steele Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Steele Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $709k 30k 23.39
2025-06-30 $878k 38k 23.23
2025-03-31 $878k 38k 23.22
2024-12-31 $702k 30k 23.15

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Steele Capital Management

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