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Ishares Tr shares owned by Gilbert Capital Group

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

Historical chart of Gilbert Capital Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Gilbert Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 85k 69.08

More positions owned by Gilbert Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Msci Kld 400 (DSI)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Gilbert Capital Group

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