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Ishares Us Etf Tr discretionary shares owned by CWM

Quarter-by-quarter ownership of Ishares Us Etf Tr discretionary (IEDI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Us Etf Tr discretionary

Tip: Access up to 7 years of quarterly data

All positions including Ishares Us Etf Tr discretionary held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Us Etf Tr discretionary by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0k 46 43.48
2023-12-31 $2.0k 46 43.48
2023-09-30 $2.0k 46 43.48
2023-06-30 $2.0k 46 43.48
2023-03-31 $2.0k 46 43.48
2022-12-31 $5.0k 138 36.23
2022-09-30 $7.0k 203 34.48
2022-06-30 $5.0k 138 36.23

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ishares Us Etf Tr discretionary

Citadel Advisors
Unique Wealth Strategies
Glenview Trust
Cambridge Investment Research Advisors
Ironwood Wealth Management
Advisor Group Holdings
IFP Advisors
Live Oak Investment Partners
Farther Finance Advisors
SJS Investment Consulting
CWM
Zrc Wealth Management
Wells Fargo & Company

View all funds holding Ishares Us Etf Tr discretionary