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Ishares Tr shares owned by Sage Financial

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Sage Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $786k 21k 37.73
2023-09-30 $593k 18k 33.87
2023-06-30 $587k 17k 35.62
2023-03-31 $366k 11k 33.99
2022-12-31 $208k 6.3k 32.80

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

Top funds holding Ishares Tr

Raymond James & Associates
Raymond James Financial Services Advisors
Bailard
Eastern Bank
Shira Ridge Wealth Management
Franklin Resources
Mariner Wealth Advisors
JNBA Financial Advisors
Commonwealth Equity Services
Wrapmanager
RVW Wealth
Bank of America Corporation
Cary Street Partner Investment Advisory
Advisor Group Holdings
Dohj

View all funds holding Ishares Tr