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Ishares Tr us infrastruc shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Ishares Tr us infrastruc (IFRA) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Ishares Tr us infrastruc

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us infrastruc held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us infrastruc by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $431k 10k 43.36
2023-12-31 $492k 12k 40.27

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

Top funds holding Ishares Tr us infrastruc

Bank of America Corporation
Jpmorgan Chase & Co
Advisor Group Holdings
Envestnet Portfolio Solutions
CWM
Wharton Business Group
Mariner Wealth Advisors
Park Avenue Securities
Hsbc Holdings
Wells Fargo & Company
Janney Montgomery Scott
Pnc Financial Services
Commonwealth Equity Services
Sumitomo Life Insurance
Bank of New York Mellon

View all funds holding Ishares Tr us infrastruc