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Ishares Tr shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBTP) 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 $2.3M 88k 26.42

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

Union Bankshares
Kestra Advisory Services
Accretive Wealth Partners
BlackRock
Citadel Advisors
Northwestern Mutual Wealth Management Company
Parallel Advisors
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Ishares Tr