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Ishares Tr shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by McGlone Suttner Wealth Management from 13F filings

Historical chart of McGlone Suttner Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 56k 20.49
2023-12-31 $656k 32k 20.77
2023-09-30 $314k 16k 19.39
2023-06-30 $328k 16k 20.27
2023-03-31 $287k 14k 20.64

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for McGlone Suttner Wealth Management

Top funds holding Ishares Tr

Bank of America Corporation
Aptus Capital Advisors
Morgan Stanley
Capital Investment Advisors
Venture Visionary Partners
Gateway Advisory
Wells Fargo & Company
Goss Wealth Management
Sigma Investment Counselors
Golub Group
Raymond James Financial Services Advisors
UBS Group
Lido Advisors
Arrow Financial Corp.
Buffington Mohr McNeal

View all funds holding Ishares Tr