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Ishares Tr shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 9.8k 26.08
2025-06-30 $242k 9.4k 25.67
2025-03-31 $240k 9.4k 25.49
2024-12-31 $233k 9.2k 25.41

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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