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Ishares Tr shares owned by Copperleaf Capital

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Copperleaf Capital from 13F filings

Historical chart of Copperleaf Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $388k 11k 34.66
2023-06-30 $396k 11k 35.95
2023-03-31 $242k 7.3k 33.07

More positions owned by Copperleaf Capital

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Copperleaf Capital

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
Adviser Investments
LPL Financial
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Balanced Rock Investment Advisors
Financial Connections Group
Sei Investments
Invera Wealth Advisors
Spinnaker Trust

View all funds holding Ishares Tr