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Ishares Tr shares owned by Vision Retirement

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

Historical chart of Vision Retirement investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-06-30 $68k 1.3k 51.22

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
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Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Vanguard S&p MF Closed and MF Open (VOO)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Ishares Semiconductor MF Closed and MF Open (SOXX)
Alphabet Common Stock (GOOG)
State Street MF Closed and MF Open (SPY)

View all positions for Vision Retirement

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
Sanctuary Advisors
KM Capital Management
Vise Technologies
Foundations Investment Advisors
One Wealth Advisors
Resources Investment Advisors
Icon Wealth Advisors

View all funds holding Ishares Tr