Modern Wealth Management »

Ishares Tr shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $835k 17k 50.16

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Shares Free Cash (VFLO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr