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Ishares shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Ishares

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

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Quarterly reported holdings in Ishares by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 753 35.46
2019-09-30 $1.1M 118k 9.71

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Ishares

Citadel Advisors
LPL Financial
180 Wealth Advisors
Morgan Stanley
Jane Street
UBS Group
Fielder Capital Group
Ameriprise Financial
Commonwealth Equity Services
Systelligence
United Capital Financial Advisers
Belvedere Trading
Bank of America Corporation
Asset One Wealth Management
Wealthfront Advisers

View all funds holding Ishares