Zrc Wealth Management »

Ishares Tr cmn shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr cmn by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 2.3k 103.36
2025-06-30 $234k 2.3k 102.91
2025-03-31 $235k 2.3k 103.47
2024-12-31 $228k 2.3k 100.60

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn