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Ishares Tr shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $50k 2.2k 22.89
2024-12-31 $49k 2.2k 22.20
2024-09-30 $51k 2.2k 23.48
2024-06-30 $49k 2.2k 22.44

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

Top funds holding Ishares Tr

Krilogy Financial
Parcion Private Wealth
UBS Group
Raymond James Financial
Janney Montgomery Scott
Confluence Investment Management
Morgan Stanley
D.A. Davidson & Co.
Ameriprise Financial
Branch Banking & Trust Company
Snowden Capital Advisors
Wells Fargo & Company
HighTower Advisors
Cetera Investment Advisers
Atlantic Private Wealth

View all funds holding Ishares Tr