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Ishares Tr shares owned by Fortress Wealth Group

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

Historical chart of Fortress Wealth Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.8M 347k 25.31
2024-06-30 $8.5M 331k 25.79
2024-03-31 $7.8M 309k 25.39
2023-12-31 $7.5M 275k 27.30

More positions owned by Fortress Wealth Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr 20+ Year Tr Bd (TLTW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Microsoft Corporation (MSFT)

View all positions for Fortress Wealth Group

Top funds holding Ishares Tr

Traphagen Investment Advisors
Franklin Resources
LPL Financial
Bank of America Corporation
Mml Investors Services
Envestnet Asset Management
Sanctuary Advisors
Fortress Wealth Group
Emerald Investment Partners
Tortoise Investment Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Cetera Investment Advisers
AlphaStar Capital Management

View all funds holding Ishares Tr