Archford Capital Strategies »

Ishares Tr shares owned by Archford Capital Strategies

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Archford Capital Strategies from 13F filings

Historical chart of Archford Capital Strategies investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Archford Capital Strategies 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 Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 10k 26.06
2025-09-30 $277k 11k 26.08
2025-06-30 $271k 11k 25.66
2025-03-31 $205k 8.1k 25.40

More positions owned by Archford Capital Strategies

Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPYM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Harbor Etf Trust Panagora Dynamic (INFO)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Broadcom (AVGO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Archford Capital Strategies

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Kathmere Capital Management
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
LBMC Investment Advisors
Jane Street
Wells Fargo & Company
Praetorian Wealth Management
Coldstream Capital Management
Central Trust & Investment
Goss Wealth Management
Summit Financial
Moseley Investment Management

View all funds holding Ishares Tr