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Ishares Tr shares owned by Journey Advisory Group

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Journey Advisory Group from 13F filings

Historical chart of Journey Advisory Group investment in Ishares Tr

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All positions including Ishares Tr held by Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 267k 19.88
2025-06-30 $3.3M 165k 19.84
2025-03-31 $1.1M 58k 19.66

More positions owned by Journey Advisory Group

Rio Tinto Sponsored Adr (RIO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ibonds 27 Trm Ts (IBTH)

View all positions for Journey Advisory Group

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Titleist Asset Management
Raymond James Financial
D.A. Davidson & Co.
Envestnet Asset Management
Royal Bank of Canada
Probity Advisors
Legacy Private Trust
Waycross Investment Management
Eight 31 Financial
Trust
Snowden Capital Advisors
Goss Wealth Management
Krilogy Financial

View all funds holding Ishares Tr