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Ishares Tr shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $572k 22k 25.87

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
HighTower Advisors
Community Trust & Investment
Bank of America Corporation
Kathmere Capital Management
LBMC Investment Advisors
Us Bancorp
Envestnet Asset Management
Praetorian Wealth Management
Wells Fargo & Company
Jane Street
United Capital Financial Advisers
Coldstream Capital Management
Goss Wealth Management

View all funds holding Ishares Tr