Modern Wealth Management »

Ishares Tr shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45M 649k 69.08
2025-06-30 $20M 307k 64.13
2025-03-31 $14M 241k 57.88

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern 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