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Ishares Tr shares owned by Sterling Investment Counsel

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Sterling Investment Counsel from 13F filings

Historical chart of Sterling Investment Counsel investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sterling Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sterling Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $752k 11k 69.08
2025-03-31 $442k 7.6k 57.88
2024-09-30 $256k 4.4k 58.77

More positions owned by Sterling Investment Counsel

Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sterling Investment Counsel

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