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Ishares Tr cmn shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-12-31 $572k 5.6k 102.39
2025-06-30 $225k 2.2k 102.90
2023-06-30 $6.5k 67 97.60
2023-03-31 $0 71 0.00
2017-12-31 $2.8M 28k 99.86
2016-06-30 $163 1.6k 0.10

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Feltz Wealth PLAN

Top funds holding Ishares Tr cmn

BlackRock
Betterment
FMR
LPL Financial
Modera Wealth Management
Comprehensive Portfolio Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
3EDGE Asset Management
Dynasty Wealth Management
Quotient Wealth Partners
Ameriprise Financial
Putnam Fl Investment Management

View all funds holding Ishares Tr cmn