Money Concepts Capital Corp »

Ishares Tr shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Ishares Tr

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All positions including Ishares Tr held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $77M 2.3M 33.51
2025-06-30 $70M 2.3M 31.05
2025-03-31 $66M 2.2M 30.01
2024-12-31 $70M 2.1M 32.48
2024-09-30 $65M 2.0M 32.20

More positions owned by Money Concepts Capital Corp

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Listed Fds Tr Roundhill Magnif (MAGS)
Ishares Tr Us Sml Cp Value (SVAL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Money Concepts Capital Corp

Top funds holding Ishares Tr

Money Concepts Capital Corp
Branch Banking & Trust Company
Tocqueville Asset Management
Citadel Advisors
Envestnet Asset Management
LPL Financial
Mariner Wealth Advisors
Prepared Retirement Institute
Susquehanna International
Royal Bank of Canada
Global Assets Advisory
Tower Research Capital
Well Done
Private Advisor
NovaPoint Capital

View all funds holding Ishares Tr