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Ishares Tr shares owned by NerdWallet Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by NerdWallet Wealth Partners from 13F filings

Historical chart of NerdWallet Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by NerdWallet Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 22k 49.22

More positions owned by NerdWallet Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Trust Ishare 0-1 (SHV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for NerdWallet Wealth Partners

Top funds holding Ishares Tr

University of Cambridge Investment Management
Sun Life Financial
LPL Financial
Becker Capital Management
Brown Advisory Holdings Incorporated
Keybank National Association
Morgan Stanley
JNBA Financial Advisors
Wharton Business Group
Franklin Resources
Bank of New York Mellon
Thrivent Financial for Lutherans
Atlantic Private Wealth
Alpine Bank Wealth Management
Raymond James Financial

View all funds holding Ishares Tr