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Ishares Tr shares owned by Wealth Management Strategies

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Wealth Management Strategies from 13F filings

Historical chart of Wealth Management Strategies investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 643k 19.85

More positions owned by Wealth Management Strategies

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Titleist Asset Management
D.A. Davidson & Co.
Journey Advisory Group
CWM
Mml Investors Services
Raymond James Financial
MKT Advisors
Wealth Management Strategies
UBS Group
Legacy Private Trust
Royal Bank of Canada
Eight 31 Financial
Waycross Investment Management

View all funds holding Ishares Tr