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Ishares Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Tr

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All positions including Ishares Tr held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 9.3k 22.08

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust St Inter Bd Etf (SPIB)
Amazon (AMZN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Warren Averett Asset Management

Top funds holding Ishares Tr

UBS Group
LBMC Investment Advisors
Arrow Financial Corp.
LPL Financial
Wells Fargo & Company
Federation des caisses Desjardins du Quebec
Raymond James Financial
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
J.w. Cole Advisors
Concurrent Investment Advisors
Ironwood Wealth Management
BlackRock
Kestra Private Wealth Services

View all funds holding Ishares Tr