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Ishares Tr shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 22k 69.43
2025-09-30 $1.5M 22k 69.08
2025-06-30 $1.6M 24k 64.13

More positions owned by Edge Financial Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Edge Financial Advisors

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
Modern Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa

View all funds holding Ishares Tr