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Ishares Tr shares owned by Alpine Bank Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Alpine Bank Wealth Management from 13F filings

Historical chart of Alpine Bank Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Alpine Bank Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 81k 51.52
2025-06-30 $3.4M 71k 47.69
2025-03-31 $3.3M 78k 42.78

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Jp Morgan Exchange Traded Fd fund (JCPB)
Wisdomtree Floating Rate Treasury Fund (USFR)
Wisdomtree Tr (GDE)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
Vanguard Bd Index Fds (VUSB)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Growth Index (IVW)
RBB (TBIL)
Microsoft Corporation (MSFT)
Colgate-Palmolive Company (CL)
J P Morgan Exchange-traded F (JEPI)

View all positions for Alpine Bank Wealth Management

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
Raymond James Financial
Better Money Decisions
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
BSW Wealth Partners
Thrivent Financial for Lutherans
Biltmore Family Office
Gould Asset Management

View all funds holding Ishares Tr