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Ishares Tr shares owned by Hilltop Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Hilltop Wealth Advisors from 13F filings

Historical chart of Hilltop Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Hilltop Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 12k 41.08
2023-12-31 $610k 16k 37.73
2023-09-30 $473k 14k 33.87
2023-06-30 $449k 13k 35.62

More positions owned by Hilltop Wealth Advisors

Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Hilltop Wealth Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James & Associates
Raymond James Financial Services Advisors
Bailard
Mariner Wealth Advisors
Eastern Bank
Shira Ridge Wealth Management
Franklin Resources
Commonwealth Equity Services
JNBA Financial Advisors
Steward Partners Investment Advisory
Advisory Services Network
RVW Wealth
Cary Street Partner Investment Advisory
Royal Bank of Canada

View all funds holding Ishares Tr