Shared Vision Wealth Group LLC Reduced Holdings in Q2 2025

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-40.3K
- 8.57%
$45.12 - $46.23 $1.82M - $1.86M
430K $19.8B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-19.6K
- 54.83%
$50.08 - $63.14 $980K - $1.24M
16.1K $1.01B
CMF
Ishares California Muni Bond E

ETFs
-6.86K
- 60.33%
$54.52 - $56.7 $374K - $389K
4.51K $250M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.26K
- 26.09%
$83.97 - $92.85 $274K - $303K
9.25K $804M
EUSB
Ishares Tr Esg Advanced Total

Technology
-7.61K
- 27.17%
$42.54 - $43.56 $324K - $332K
20.4K $884M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-5.17K
- 51.85%
$44.64 - $47.48 $231K - $246K
4.8K $228M
IAU
Ishares Gold Trust

ETFs
-4.67K
- 15.34%
$56.1 - $64.74 $262K - $302K
25.8K $1.6B
TFLO
Ishares Treasury Floating Rate

ETFs
-3.17K
- 35.75%
$50.47 - $50.66 $160K - $160K
5.69K $288M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.41K
- 27.62%
$105.23 - $109.61 $148K - $154K
3.69K $403M
ILCV
Ishares Morningstar Value ETF

ETFs
-2.02K
- 18.19%
$72.16 - $83.39 $145K - $168K
9.07K $761M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.79K
- 21.44%
$78.98 - $90.1 $141K - $161K
6.55K $606M
TIP
Ishares Tr Tips Bd ETF

ETFs
-668
- 24.1%
$107.93 - $110.97 $72.1K - $74.1K
2.1K $231M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.63K
- 14.35%
$108.06 - $135.3 $176K - $221K
9.74K $1.35B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-369
- 12.92%
$85.42 - $94.39 $31.5K - $34.8K
2.49K $230M
EEM
Ishares Msci Emerging Markets

ETFs
-1.67K
- 17.41%
$38.52 - $48.28 $64.4K - $80.7K
7.93K $385M
GBF
Ishares Tr

ETFs
-129
- 3.86%
$101.99 - $104.66 $13.2K - $13.5K
3.21K $333M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-294
- 5.49%
$49.73 - $51.44 $14.6K - $15.1K
5.06K $259M
IWP
Ishares Russell Mid Cap Growth

ETFs
-373
- 18.58%
$104.34 - $138.68 $38.9K - $51.7K
1.64K $231M
IWM
Ishares Russell 2000 ETF

ETFs
-269
- 8.45%
$174.82 - $215.79 $47K - $58K
2.92K $640M
VLUE
Ishares Msci Usa Value Factor

ETFs
-40
- 1.52%
$93.5 - $113.21 $3.74K - $4.53K
2.6K $294M
IWR
Ishares Russell Mid Cap ETF

ETFs
-64
- 2.27%
$74.88 - $91.97 $4.79K - $5.89K
2.75K $258M
IEV
Ishares Tr Europe ETF

ETFs
-459
- 3.23%
$51.8 - $64.59 $23.8K - $29.6K
13.7K $848M
IEFA
Ishares Tr

ETFs
-31
- 0.63%
$67.83 - $84.09 $2.1K - $2.61K
4.92K $403M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-216
- 0.81%
$26.69 - $33.44 $5.77K - $7.22K
26.5K $874M
NVDA
Nvidia Corp

Technology
-1.88K
- 32.46%
$94.31 - $157.99 $177K - $297K
3.91K $696M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-11
- 0.24%
$86.12 - $108.35 $947 - $1.19K
4.48K $499M
EFG
Msci Eafe Growth ETF

ETFs
-1.44K
- 4.25%
$89.8 - $112.0 $129K - $161K
32.4K $3.48B
AMZN
Amazon Com Inc

Consumer Cyclical
-95
- 1.98%
$167.32 - $223.3 $15.9K - $21.2K
4.7K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 0.63%
$496.48 - $617.85 $15.9K - $19.8K
5.08K $3.21B
IYW
Ishares Dj Us Tech ETF

ETFs
-532
- 3.08%
$122.57 - $173.27 $65.2K - $92.2K
16.7K $3.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.85K
- 4.7%
$82.96 - $110.1 $236K - $313K
57.8K $6.58B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.63K
- 6.42%
$498.8 - $620.9 $1.31M - $1.63M
38.4K $24.4B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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