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Ishares Tr shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 197k 20.53

More positions owned by Whalen Wealth Management

Ishares Tr Trust Ishare 0-1 (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Ishares Tr Ibonds Dec 2031 (IBTL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Federation des caisses Desjardins du Quebec
Krilogy Financial
Goss Wealth Management
Ameriprise Financial
Confluence Investment Management
Probity Advisors
Snowden Capital Advisors
Legacy Private Trust
Headland Capital
Park Avenue Securities
Foronjy Financial
Spreng Capital Management
Fagan Associates

View all funds holding Ishares Tr