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Ishares Tr shares owned by GDS Wealth Management

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

Historical chart of GDS Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by GDS Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 3.1k 69.08
2025-06-30 $201k 3.1k 64.13

More positions owned by GDS Wealth Management

Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Intl Sel Div Etf (IDV)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for GDS Wealth Management

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