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Ishares Tr shares owned by Atlas Legacy Advisors

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Atlas Legacy Advisors from 13F filings

Historical chart of Atlas Legacy Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Atlas Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $732k 11k 69.08
2025-06-30 $674k 11k 64.13
2025-03-31 $626k 11k 59.59
2024-12-31 $634k 11k 60.35

More positions owned by Atlas Legacy Advisors

Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
Ullmann Financial
Jpmorgan Chase & Co
Integrated Wealth Concepts
Bsc Private Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa
Affinity Wealth Management

View all funds holding Ishares Tr