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Ishares Tr edge us fixd inm shares owned by West Wealth Group

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by West Wealth Group from 13F filings

Historical chart of West Wealth Group investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by West Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $580k 6.5k 89.00

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
J P Morgan Exchange Traded F Us Momentum (JMOM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Global X Fds Defense Tech Etf (SHLD)

View all positions for West Wealth Group

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
LPL Financial
Alpine Bank Wealth Management
BlackRock
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
Janney Montgomery Scott
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
CWM
Resources Investment Advisors
Mml Investors Services
Mcmorgan & Co

View all funds holding Ishares Tr edge us fixd inm