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Ishares Tr shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 48k 26.78
2025-06-30 $1.3M 50k 26.04

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Global 100 Etf (IOO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Core S&p Scp Etf (IJR)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Amplius Wealth Advisors

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
Strategic Blueprint
Grantvest Financial Group
Amplius Wealth Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Citadel Advisors
Crewe Advisors
Crown Wealth Group
FC Advisory
Commonwealth Equity Services
Old Mission Capital
Envestnet Asset Management
Tradition Wealth Management

View all funds holding Ishares Tr