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Ishares Tr shares owned by Alta Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Alta Wealth Advisors from 13F filings

Historical chart of Alta Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $378k 7.4k 51.22

More positions owned by Alta Wealth Advisors

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str P400mid (SPMD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Sophia Genetics Sa Ordinary Shares (SOPH)
Micron Technology (MU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Lam Research Corp Com New (LRCX)
Ishares Tr Rus 1000 Val Etf (IWD)
Kla Corp Com New (KLAC)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Alta Wealth Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Morgan Stanley
Mml Investors Services
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
KM Capital Management
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
One Wealth Advisors
Jane Street
Resources Investment Advisors

View all funds holding Ishares Tr