Wingate Wealth Advisors »

Ishares Tr shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Wingate 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 4.6k 52.70

More positions owned by Wingate Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Us Aggbd Et (AGG)
Gmo Etf Trust Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr