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Ishares Tr shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Ishares Tr

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All positions including Ishares 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 Tr by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.9k 116 51.22

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 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