Core Wealth Advisors »

Ishares Tr shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Core Wealth Advisors 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 by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $424k 19k 22.62
2023-09-30 $176k 6.1k 28.89
2023-06-30 $107k 3.2k 33.50

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Quality Divrsfed (QINT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core 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