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Ishares Tr shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 $1.0M 41k 24.81
2023-12-31 $549k 22k 25.23
2023-09-30 $269k 12k 23.48
2023-06-30 $308k 13k 24.62
2023-03-31 $287k 12k 25.07

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
Capital Investment Advisors
Golub Group
Gateway Advisory
Aptus Capital Advisors
First Interstate Bank
Goss Wealth Management
Wells Fargo & Company
Sigma Investment Counselors
Arrow Financial Corp.
MV Capital Management
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Rockefeller Capital Management

View all funds holding Ishares Tr