Stratos Wealth Partners »

Ishares Tr shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $768k 34k 22.32
2025-09-30 $584k 26k 22.49
2025-06-30 $557k 25k 22.54
2025-03-31 $543k 24k 22.33

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Stratos Wealth Partners

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