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Ishares Tr shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $351k 14k 25.83

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Total (IXUS)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Kathmere Capital Management
HighTower Advisors
Us Bancorp
Praetorian Wealth Management
LBMC Investment Advisors
Jane Street
Community Trust & Investment
Wells Fargo & Company
Quantum Financial Advisors
Central Trust & Investment
Coldstream Capital Management
CliftonLarsonAllen Wealth Advisors
Goss Wealth Management

View all funds holding Ishares Tr