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Ishares Tr liquid inc etf shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Ishares Tr liquid inc etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr liquid inc etf held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr liquid inc etf by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $520k 10k 50.53
2024-03-31 $515k 10k 50.56
2023-12-31 $138k 2.7k 50.37

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr liquid inc etf

Royal Bank of Canada
BlackRock
BlackRock
Bank of America Corporation
Wealth Enhancement Advisory Services
HPM Partners
Donaldson Capital Management
LPL Financial
Renaissance Technologies
Mariner Wealth Advisors
Diversified Portfolios
Envestnet Asset Management
CI Private Wealth
Acorns Advisers
Colony

View all funds holding Ishares Tr liquid inc etf