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Ishares Tr shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $943k 19k 49.93

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Retirement Wealth Solutions

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