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Ishares U S Etf Tr shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Ishares U S Etf Tr (ISTM) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Ishares U S Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1k 144 28.72

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Ishares U S Etf Tr

Assetmark
BlackRock
BCJ Capital Management
Jane Street
AE Wealth Management
Susquehanna International
Ehrlich Financial Group
First Growth Capital
Sanchez Gaunt Capital Management
Ameritas Advisory Services
Parallel Advisors
Kingdom Financial Group
Rossby Financial, LCC
Montgomery Financial Services
Global Retirement Partners

View all funds holding Ishares U S Etf Tr