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Ishares Tr shares owned by Wealth Effects

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Wealth Effects from 13F filings

Historical chart of Wealth Effects investment in Ishares Tr

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All positions including Ishares Tr held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wealth Effects

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 9.4k 30.62
2023-12-31 $288k 9.4k 30.80

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JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
The Trade Desk Com Cl A (TTD)
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Ishares Tr Core S&p500 Etf (IVV)
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View all positions for Wealth Effects

Top funds holding Ishares Tr

Global Assets Advisory
Bank of America Corporation
Branch Banking & Trust Company
Raymond James & Associates
Susquehanna International
EWG Elevate
Well Done
Royal Bank of Canada
Mariner Wealth Advisors
Warren Averett Asset Management
Commonwealth Equity Services
Raymond James Trust
Advisor Group Holdings
Wealth Effects
Raymond James Financial Services Advisors

View all funds holding Ishares Tr