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Ishares Tr shares owned by BetterWealth

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

Historical chart of BetterWealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by BetterWealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $248k 3.8k 66.00

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Rbb Fund Trust Longview Advantg (EBI)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for BetterWealth

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Ullmann Financial
Bsc Private Wealth Management
Kestra Investment Management
Modern Wealth Management
Atomi Financial Group
Cardinal Point Capital Management, ULC
Ameriprise Financial
Integrated Wealth Concepts

View all funds holding Ishares Tr