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Ishares shares owned by Bogart Wealth

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Ishares

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

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Quarterly reported holdings in Ishares by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 1.0k 27.37

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
Morgan Stanley
LPL Financial
HighTower Advisors
Cetera Investment Advisers
Ubs Global Asset Management Americas
Wealthfront Advisers
Citadel Advisors
Turning Point Benefit Group
Capital Wealth Alliance
Walkner Condon Financial Advisors
Mml Investors Services
Atomi Financial Group
Intl Fcstone

View all funds holding Ishares