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Ishares Tr shares owned by Strategic Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Strategic Wealth Management Group from 13F filings

Historical chart of Strategic Wealth Management Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $5.6M 131k 42.83
2021-03-31 $4.9M 120k 40.64
2020-12-31 $4.6M 121k 37.67
2020-09-30 $4.2M 126k 33.20
2020-06-30 $4.5M 144k 31.07
2020-03-31 $4.3M 164k 26.45
2019-12-31 $5.8M 169k 34.48
2019-09-30 $5.4M 170k 31.92
2019-06-30 $5.2M 162k 31.76
2019-03-31 $4.1M 132k 31.03
2018-12-31 $3.4M 123k 27.86

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

Top funds holding Ishares Tr

Alan Leist III
Tolleson Wealth Management
SigFig Wealth Management
Wells Fargo & Company
Plan
Ullmann Financial
Integrated Wealth Concepts
Bsc Private Wealth Management
Stokes Family Office
Halbert Hargrove Global Advisors
Jpmorgan Chase & Co
Phillips Financial Management
Cardinal Point Capital Management, ULC
Morgan Stanley
Colony

View all funds holding Ishares Tr