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Ishares shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Ishares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $284k 8.0k 35.46

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)

View all positions for Discipline Wealth Solutions

Top funds holding Ishares

Fielder Capital Group
LPL Financial
180 Wealth Advisors
UBS Group
Kovack Advisors
Commonwealth Equity Services
Systelligence
United Capital Financial Advisers
Jane Street
Belvedere Trading
Ameriprise Financial
Citadel Advisors
Wealthfront Advisers
Turning Point Benefit Group
Simplex Trading

View all funds holding Ishares