StockDriftsStockDriftsTop 50 Instrumental Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 14.02% | 337.8K | $22.8M | +1.14%(+3.82K) | $54.95(+33.08%) | 2026-03-31 | |
| IEFA | ISHARES TR | 13.14% | 236.1K | $21.4M | +2.84%(+6.52K) | $82.00(+18.46%) | 2026-03-31 | |
| IVW | ISHARES TR | 13.08% | 188.2K | $21.3M | +1.87%(+3.45K) | $76.74(+78.85%) | 2026-03-31 | |
| IVE | ISHARES TR | 9.29% | 71.5K | $15.1M | +1.79%(+1.26K) | $164.06(+36.92%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.36% | 18.3K | $12.0M | +1.15%(+208) | $472.58(+57.80%) | 2026-03-31 | |
| IBDY | ISHARES TR | 6.62% | 416.8K | $10.8M | +0.67%(+2.77K) | $25.17(+2.30%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.07% | 51.4K | $9.9M | +1.80%(+907) | $158.78(+27.80%) | 2026-03-31 | |
| IWN | ISHARES TR | 3.36% | 28.8K | $5.5M | +3.14%(+876) | $178.73(+17.07%) | 2026-03-31 | |
| IWO | ISHARES TR | 2.46% | 12.7K | $4.0M | +1.63%(+204) | $280.80(+31.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.92% | 12.3K | $3.1M | +25.65%(+2.51K) | $196.51(+52.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.58% | +14.38% |
| Top 20 Holdings Unweighted | +7.74% | +25.05% |
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