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Ishares Tr shares owned by BFI Wealth Solutions

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

Historical chart of BFI Wealth Solutions investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 28k 69.43

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Schwab Strategic Tr Fundamental Intl (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)

View all positions for BFI Wealth Solutions

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr