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Ishares Tr shares owned by Bogart Wealth

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 634 23.63

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Commonwealth Equity Services
Baltimore-Washington Financial Advisors
Keeler THomas Management
Commonwealth Financial Services
LPL Financial
Littlejohn Financial Services
Stratos Wealth Partners
Delta Wealth Advisors
Bradley & Co. Private Wealth Management
Wells Fargo & Company
Ironwood Wealth Management
Integrated Wealth Concepts

View all funds holding Ishares Tr