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Ishares Tr shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 127k 49.93

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Long Term Muni (LMUB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Watershed Private Wealth

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