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Ishares Tr shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Ishares Tr

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All positions including Ishares Tr held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2025-09-30 $809k 31k 26.08
2025-06-30 $796k 31k 25.66

More positions owned by Newman Dignan & Sheerar

Schwab Dow Jones US Large Cap ETF Etf (SCHX)
Applied Finance Valuation Lg Cap ETF Etf (VSLU)
Schwab Dow Jones US Div Eq ETF Etf (SCHD)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Apple (AAPL)
ETFS Phys. Swiss Gold Shares Etf (SGOL)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab FTSE Developed ex-US ETF Etf (SCHF)
First Trust Preferred Sec & Inc ETF Etf (FPE)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)

View all positions for Newman Dignan & Sheerar

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
Summit Financial
Praetorian Wealth Management
Coldstream Capital Management
Nestegg Advisors
Moseley Investment Management
LBMC Investment Advisors
Quantum Financial Advisors
CliftonLarsonAllen Wealth Advisors
Central Trust & Investment
Union Bankshares

View all funds holding Ishares Tr