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Ishares Tr shares owned by PFG Private Wealth Management

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

Historical chart of PFG Private Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $524k 20k 26.06
2025-06-30 $591k 23k 25.66
2025-03-31 $585k 23k 25.40

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2033 (IBDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for PFG Private Wealth Management

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