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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
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)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Marathon Petroleum Corp (MPC)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ibonds 24 Trm Ts (IBTE)

View all positions for Accretive Wealth Partners

Top funds holding Ishares Tr

Krilogy Financial
UBS Group
Stratos Wealth Partners
Raymond James & Associates
Branch Banking & Trust Company
Park Avenue Securities
James Investment Research
Wells Fargo & Company
Flow Traders US
Royal Bank of Canada
Bank of America Corporation
Accretive Wealth Partners
Country Club Bank
HighTower Advisors
Probity Advisors

View all funds holding Ishares Tr