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Ishares Tr shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 9.0k 22.32

More positions owned by Liberty Wealth Management

Dimensional Etf Trust Etf (DFAU)
Ishares Tr Etf (IVW)
Dimensional Etf Trust Etf (DFAC)
Apple (AAPL)
Ishares Tr Etf (QUAL)
Blackrock Etf Trust Etf (DYNF)
Dimensional Etf Trust Etf (DFCF)
Ishares Tr Etf (IVV)
Dimensional Etf Trust Etf (DUHP)
Ishares Tr Etf (IVE)
Dimensional Etf Trust Etf (DFGX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Etf (DFIC)
Vanguard Index Fds Etf (VTI)
Ishares Tr Etf (IUSB)

View all positions for Liberty Wealth Management

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
J.w. Cole Advisors
UBS Group
Mid-American Wealth Advisory Group
Raymond James Financial
Cetera Investment Advisers

View all funds holding Ishares Tr