Wharton Business Group, LLC Purchases in Q2 2025

Wharton Business Group, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
118K
+ 6.56%
$53.5 - $71.62 $6.31M - $8.44M
1.91M $137M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
82K
+ 4.86%
$73.0 - $85.5 $5.99M - $7.01M
1.77M $149M
IVV
Ishares Core S&P 500 ETF

ETFs
18.2K
+ 19.22%
$498.8 - $620.9 $9.08M - $11.3M
113K $70.1M
IRBO
Ishares Robotics & Artificial

ETFs
114K
+ 13.37%
N/A
966K $39.6M
EEMV
Ishares Msci Emerging Markets

ETFs
3.87K
+ 0.17%
$54.12 - $62.8 $209K - $243K
2.29M $144M
XT
Ishares Tr Exponential Technol

ETFs
133K
+ 189.95%
$49.86 - $65.25 $6.63M - $8.67M
203K $13.2M
IFRA
Ishares Tr

ETFs
38.9K
+ 2.35%
$40.97 - $49.19 $1.59M - $1.91M
1.7M $83.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.73K
+ 0.88%
$187.5 - $246.51 $324K - $426K
198K $48.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.8K
+ 0.43%
$114.78 - $133.31 $436K - $506K
894K $119M
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.5K
+ 1.66%
$35.9 - $43.76 $450K - $549K
768K $33.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.64K
+ 0.93%
$152.93 - $181.74 $403K - $479K
286K $52M
IDV
Ishares Tr

ETFs
10.5K
+ 33.15%
$27.79 - $34.84 $292K - $366K
42.2K $3.87M
PWB
Invesco Exchange Traded Fd Tr

ETFs
320
+ 0.19%
$86.24 - $117.44 $27.6K - $37.6K
168K $19.1M
KBE
Spdr S&P Bank ETF

ETFs
29.4K
+ 7.25%
$45.85 - $55.78 $1.35M - $1.64M
435K $24.2M
Blackrock ETF Trust Ii
32.8K
+ 2.11%
N/A
1.58M $83.7M
CTAS
Cintas Corp

Industrials
10.9K
New
$190.11 - $227.66 $2.07M - $2.48M
10.9K $2.43M
MSFT
Microsoft Corp

Technology
246
+ 1.41%
$354.56 - $497.45 $87.2K - $122K
17.7K $8.82M
HDV
Ishares Core High Dividend ETF

ETFs
24.5K
+ 14.35%
$108.41 - $120.51 $2.66M - $2.95M
195K $22.9M
GII
Spdr S&P Global Infrasture ETF

ETFs
3.46K
+ 1.39%
$57.32 - $67.33 $198K - $233K
252K $17M
OEF
Ishares S&P 100 ETF

ETFs
1.89K
+ 6.84%
N/A
29.4K $8.86M
CSCO
Cisco Systems, Inc.

Technology
450
+ 0.32%
$53.19 - $69.38 $23.9K - $31.2K
141K $9.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
30.4K
New
$29.12 - $35.84 $885K - $1.09M
30.4K $1.09M
NVDA
Nvidia Corp

Technology
1.56K
+ 11.02%
$94.31 - $157.99 $147K - $246K
15.7K $2.48M
SOXX
Ishares Semiconductor ETF

ETFs
195
+ 1.21%
$154.86 - $239.07 $30.2K - $46.6K
16.3K $3.9M
DFAX
Dimensional ETF Tr
25.1K
New
$23.37 - $29.39 $586K - $737K
25.1K $737K
ILCG
Ishares Morningstar Growth ETF
36.3K
+ 490.2%
N/A
43.7K $1.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
60
+ 0.65%
$320.42 - $424.58 $19.2K - $25.5K
9.35K $3.97M
GOOGL
Alphabet Inc.

Communication Services
170
+ 0.5%
$144.7 - $178.6 $24.6K - $30.4K
34.4K $5.96M
AMZN
Amazon Com Inc

Consumer Cyclical
774
+ 7.18%
$167.32 - $223.3 $130K - $173K
11.6K $2.54M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
885
+ 1.17%
$37.93 - $47.69 $33.6K - $42.2K
76.4K $3.65M
IEFA
Ishares Tr

ETFs
1.78K
+ 6.25%
$67.83 - $84.09 $121K - $150K
30.3K $2.53M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.17K
+ 4.01%
$51.68 - $52.76 $267K - $273K
134K $7.07M
Blackrock Inc
273
+ 82.73%
N/A
603 $605K
COST
Costco Wholesale Corp

Consumer Defensive
261
New
$908.13 - $1056.85 $237K - $276K
261 $259K
GOOG
Alphabet Inc.

Communication Services
896
+ 24.28%
$146.58 - $180.01 $131K - $161K
4.59K $814K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.98K
New
$57.41 - $74.81 $171K - $223K
2.98K $221K
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
New
$4164.15 - $5789.24 $146K - $203K
35 $203K
ADBE
Adobe Inc.

Technology
414
+ 17.34%
$340.0 - $420.68 $141K - $174K
2.8K $1.08M
UNP
Union Pacific Corp

Industrials
1.31K
+ 5.0%
$208.27 - $238.46 $273K - $312K
27.5K $6.34M
IDNA
Ishares Tr Genomics Immunology

ETFs
5.26K
+ 1.84%
$17.92 - $21.5 $94.2K - $113K
291K $5.96M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
700
+ 8.59%
$77.94 - $79.5 $54.6K - $55.7K
8.85K $703K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
4.91K
+ 10.19%
$36.65 - $42.44 $180K - $208K
53.1K $2.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
55
+ 3.82%
$166.82 - $194.23 $9.18K - $10.7K
1.5K $291K
STBA
S&T Bancorp Inc

Financial Services
55
+ 0.21%
$32.89 - $38.76 $1.81K - $2.13K
26.1K $979K
CI
Cigna Corp

Healthcare
10
+ 0.67%
$301.89 - $340.04 $3.02K - $3.4K
1.51K $500K
VHT
Vanguard Health Care ETF

ETFs
30
+ 0.66%
$236.71 - $261.92 $7.1K - $7.86K
4.56K $1.18M
FDX
Fedex Corp

Industrials
320
+ 1.82%
$198.07 - $245.17 $63.4K - $78.5K
17.9K $4.07M
IHF
Ishares Tr

ETFs
780
+ 0.23%
$46.2 - $54.6 $36K - $42.6K
336K $16.3M
AAPL
Apple Inc.

Technology
1.7K
+ 0.39%
$172.42 - $223.89 $293K - $381K
438K $90M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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