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Ishares Tr shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3k 279 22.62

More positions owned by Acumen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Lam Research Corp Com New (LRCX)
Broadcom (AVGO)

View all positions for Acumen Wealth Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
UBS Group
BlackRock
Franklin Resources
Hamilton Wealth
Columbus Macro
Prevail Innovative Wealth Advisors
PFG Advisors
Emerald Investment Partners
Assetmark
AlphaStar Capital Management

View all funds holding Ishares Tr