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Ishares Tr cmn shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $507k 5.0k 101.32
2024-06-30 $209k 2.1k 99.49

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding Ishares Tr cmn

BlackRock
Modera Wealth Management
BlackRock
Comprehensive Portfolio Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Modern Wealth Management
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
State Street Corporation
AlTi Global

View all funds holding Ishares Tr cmn