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Ishares Tr shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 105k 23.48
2024-06-30 $2.3M 103k 22.44
2024-03-31 $2.3M 102k 22.16
2023-12-31 $2.2M 95k 23.11

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Sp Smcp600vl Etf (IJS)
Apple (AAPL)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Fair Isaac Corporation (FICO)
Progressive Corporation (PGR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Accretive Wealth Partners

Top funds holding Ishares Tr

Krilogy Financial
Stratos Wealth Partners
Confluence Investment Management
Raymond James & Associates
Branch Banking & Trust Company
Morgan Stanley
Park Avenue Securities
James Investment Research
Wells Fargo & Company
Royal Bank of Canada
Atlantic Private Wealth
Probity Advisors
Accretive Wealth Partners
HighTower Advisors
Honkamp Krueger Financial Services

View all funds holding Ishares Tr