Notify me when Ellenbecker Investment Group files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 132 | $714,707,045 | +$40,175,131 | -$11,111,111 | +$29,064,020 | IVV, AGG, IWF, VEA, VB | 13F-HR | 30 Jan 2026, 13:52 |
| Q3 2025 | 128 | $677,754,595 | +$32,014,807 | -$11,963,278 | +$20,051,529 | IVV, IWF, AGG, VB, VEA | 13F-HR | 14 Oct 2025, 16:44 |
| Q2 2025 | 119 | $619,029,403 | +$48,199,467 | -$28,294,048 | +$19,905,419 | IVV, AGG, IWF, VB, VEA | 13F-HR | 22 Jul 2025, 10:12 |
| Q1 2025 | 112 | $556,470,113 | +$54,517,165 | -$39,113,498 | +$15,403,667 | IVV, AGG, IWF, VB, PYLD | 13F-HR | 15 Apr 2025, 13:41 |
| Q4 2024 | 112 | $559,150,285 | +$66,394,676 | -$34,953,339 | +$31,441,337 | IVV, VB, IWF, AGG, VEA | 13F-HR | 13 Jan 2025, 16:45 |
| Q3 2024 | 109 | $529,165,189 | +$10,542,349 | -$9,812,877 | +$729,472 | IVV, VB, AGG, IWF, VEA | 13F-HR | 17 Oct 2024, 14:28 |
| Q2 2024 | 117 | $496,674,233 | +$16,820,397 | -$2,973,198 | +$13,847,199 | IVV, VB, AGG, IWF, VEA | 13F-HR | 11 Jul 2024, 16:12 |
| Q1 2024 | 105 | $476,242,441 | +$16,015,561 | -$1,752,848 | +$14,262,713 | IVV, VB, AGG, IWF, VEA | 13F-HR | 09 Apr 2024, 16:59 |
| Q4 2023 | 97 | $431,801,000 | +$12,369,571 | -$6,711,268 | +$5,658,303 | IVV, VB, AGG, IWF, VEA | 13F-HR | 01 Feb 2024, 17:06 |
| Q3 2023 | 98 | $385,493,000 | +$9,967,107 | -$3,659,437 | +$6,307,670 | IVV, VB, AGG, IWF, VEA | 13F-HR | 17 Oct 2023, 16:47 |
| Q2 2023 | 95 | $396,498,000 | +$9,116,202 | -$1,081,523 | +$8,034,679 | IVV, VB, AGG, IWF, VEA | 13F-HR | 31 Jul 2023, 16:39 |
| Q1 2023 | 90 | $364,519,000 | +$13,094,269 | -$3,137,639 | +$9,956,630 | IVV, VB, AGG, IWF, USRT | 13F-HR | 18 Apr 2023, 11:39 |
| Q4 2022 | 86 | $338,368,000 | +$13,272,018 | -$10,536,996 | +$2,735,022 | IVV, VB, AGG, IWF, USRT | 13F-HR | 11 Jan 2023, 09:01 |
| Q3 2022 | 80 | $315,498,000 | +$14,789,526 | -$5,404,101 | +$9,385,425 | IVV, VB, AGG, USRT, IWF | 13F-HR | 17 Oct 2022, 10:13 |
| Q2 2022 | 82 | $325,578,000 | +$33,480,105 | -$6,910,487 | +$26,569,618 | IVV, VB, AGG, USRT, IWF | 13F-HR | 05 Jul 2022, 11:19 |
| Q1 2022 | 86 | $352,760,000 | +$14,381,371 | -$5,027,113 | +$9,354,258 | IVV, VB, USRT, AGG, IWF | 13F-HR | 13 Apr 2022, 11:00 |
| Q4 2021 | 90 | $360,852,000 | +$14,924,118 | -$2,356,677 | +$12,567,441 | IVV, USRT, VB, AGG, IWF | 13F-HR | 04 Jan 2022, 08:50 |
| Q3 2021 | 72 | $319,863,000 | +$21,712,709 | -$3,881,373 | +$17,831,336 | IVV, VB, USRT, AGG, IWF | 13F-HR | 20 Oct 2021, 09:51 |
| Q2 2021 | 69 | $304,630,000 | +$16,657,665 | -$15,096,787 | +$1,560,878 | IVV, VB, USRT, AGG, IWF | 13F-HR | 07 Jul 2021, 14:01 |
| Q1 2021 | 67 | $284,599,000 | +$20,408,571 | -$21,027,295 | -$618,724 | IVV, VB, AGG, USRT, IWF | 13F-HR | 06 Apr 2021, 10:35 |
| Q4 2020 | 65 | $270,569,000 | +$26,569,958 | -$19,448,639 | +$7,121,319 | IVV, AGG, VB, IWF, USRT | 13F-HR | 13 Jan 2021, 12:13 |
| Q3 2020 | 61 | $235,109,000 | +$38,091,151 | -$12,071,731 | +$26,019,420 | IVV, AGG, IWF, VB, IJR | 13F-HR | 07 Oct 2020, 13:43 |
| Q2 2020 | 57 | $199,897,000 | +$15,354,937 | -$4,160,291 | +$11,194,646 | IVV, AGG, IWF, VO, VB | 13F-HR | 02 Jul 2020, 10:00 |
| Q1 2020 | 53 | $158,840,000 | +$4,854,934 | -$3,990,954 | +$863,980 | IVV, AGG, IWF, VO, IWD | 13F-HR | 01 Apr 2020, 12:44 |
| Q4 2019 | 61 | $192,608,000 | +$7,027,623 | -$2,499,375 | +$4,528,248 | IVV, AGG, IWF, VO, IWD | 13F-HR | 07 Jan 2020, 14:01 |
| Q3 2019 | 54 | $177,426,000 | +$7,491,301 | -$3,175,142 | +$4,316,159 | IVV, AGG, IWF, VO, IWD | 13F-HR | 09 Oct 2019, 11:39 |
| Q2 2019 | 53 | $171,027,000 | +$14,147,144 | -$3,791,970 | +$10,355,174 | IVV, AGG, IWF, VO, IWD | 13F-HR | 05 Jul 2019, 12:39 |
| Q1 2019 | 53 | $156,358,000 | +$33,480,714 | -$19,096,265 | +$14,384,449 | IVV, AGG, IWF, VO, IWD | 13F-HR | 04 Apr 2019, 12:42 |
| Q4 2018 | 50 | $128,659,000 | +$9,569,163 | -$2,111,457 | +$7,457,706 | AGG, IWF, SDY, IVV, VO | 13F-HR | 02 Jan 2019, 15:57 |
| Q3 2018 | 51 | $135,479,000 | +$10,755,552 | -$2,318,261 | +$8,437,291 | AGG, IWF, SDY, VB, VO | 13F-HR | 04 Oct 2018, 12:25 |
| Q2 2018 | 48 | $126,059,000 | +$7,835,259 | -$4,518,236 | +$3,317,023 | AGG, IWF, SDY, VB, VO | 13F-HR | 17 Jul 2018, 15:54 |
| Q1 2018 | 47 | $120,778,000 | +$4,039,355 | -$873,016 | +$3,166,339 | AGG, IWF, SDY, VO, VB | 13F-HR | 04 Apr 2018, 12:44 |
| Q4 2017 | 45 | $119,719,000 | $0 | $0 | $0 | AGG, IWF, SDY, VO, VB | 13F-HR | 14 Feb 2018, 14:16 |