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Ishs Top 20 U S Stks Etf shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Ishs Top 20 U S Stks Etf (TOPT) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Ishs Top 20 U S Stks Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishs Top 20 U S Stks Etf held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishs Top 20 U S Stks Etf by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $35k 1.2k 28.62

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Dimensional Inte (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Series Trust State Street Spd (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
Victory Capital Management
Envestnet Asset Management
Raymond James Financial
BlackRock
Goodman Advisory Group
Independent Financial Group
Clear Creek Financial Management
Cetera Investment Advisers
Horizon Investments
Founders Financial Securities
IHT Wealth Management
Advisor Group Holdings
Kestra Advisory Services
Susquehanna International

View all funds holding Ishs Top 20 U S Stks Etf