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Ishares Tr shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 7.3k 45.15

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
Adviser Investments
LPL Financial
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Cetera Investment Advisers
Balanced Rock Investment Advisors
Financial Connections Group
Sei Investments
Invera Wealth Advisors

View all funds holding Ishares Tr