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Ishares Tr cmn shares owned by GW & Wade

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Ishares Tr cmn

Jan 2023Mar 2023May 2023Jul 2023Sep 2023Nov 2023Jan 2024550k600k650k700k5500600065007000
Value ($)Share countHistorical STIP position of GW & Wade Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr cmn held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $552k 5.6k 98.61
2023-09-30 $594k 6.1k 96.88
2023-06-30 $708k 7.3k 97.56
2023-03-31 $622k 6.3k 99.28
2022-12-31 $607k 6.3k 96.89

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding Ishares Tr cmn

BlackRock
Betterment
FMR
Modera Wealth Management
Comprehensive Portfolio Management
LPL Financial
3EDGE Asset Management
Morgan Stanley
Bank of America Corporation
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
Putnam Fl Investment Management
State Street Corporation

View all funds holding Ishares Tr cmn