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Ishares shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Ishares

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

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Quarterly reported holdings in Ishares by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 8.4k 34.27

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
LPL Financial
HighTower Advisors
Kovack Advisors
UBS Group
Jane Street
Horizon Wealth Management
Belvedere Trading
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Mml Investors Services
Turning Point Benefit Group
Citadel Advisors

View all funds holding Ishares