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Ishares Tr shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 68k 58.77
2024-06-30 $6.9M 124k 55.69
2024-03-31 $3.7M 68k 53.81
2023-12-31 $4.5M 94k 48.29
2023-09-30 $3.1M 73k 43.32
2023-06-30 $3.1M 71k 44.56
2023-03-31 $2.7M 65k 41.44
2022-12-31 $2.5M 64k 39.01
2022-09-30 $753k 21k 36.22

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Ullmann Financial
Plan
Bsc Private Wealth Management
Integrated Wealth Concepts
Jpmorgan Chase & Co
Cardinal Point Capital Management, ULC
Morgan Stanley
Affinity Wealth Management
Colony
Phillips Financial Management

View all funds holding Ishares Tr