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Ishares Tr shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $298k 13k 23.39

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Invesco QQQ Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Anydrus Advantage Etf Etf (NDOW)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
Nelson Select Etf (NELS)
Collaborative Investmnt Ser Etf (PLGI)
Vanguard S&P 500 ETF Etf (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Etf (SCHX)
Rareview Total Return Bond Etf Etf (RTRE)
Ishares Tr Etf (IVV)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)

View all positions for Belpointe Asset Management

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Morgan Stanley
HighTower Advisors
Goss Wealth Management
Baltimore-Washington Financial Advisors
Commonwealth Equity Services
Scissortail Wealth Management
LPL Financial
Bank of America Corporation
Mutual Advisors
Littlejohn Financial Services
Delta Wealth Advisors
Ironwood Wealth Management
Stratos Wealth Partners

View all funds holding Ishares Tr