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Ishares Tr shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 110k 40.29
2023-12-31 $4.1M 112k 36.39
2023-09-30 $3.6M 112k 32.43
2023-06-30 $3.8M 112k 33.82
2023-03-31 $3.6M 118k 30.90
2022-12-31 $3.3M 117k 28.42

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
Retirement Capital Strategies
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
Atlantic Private Wealth
Franklin Resources
Branch Banking & Trust Company
Raymond James Financial Services Advisors
JNBA Financial Advisors
Us Financial Advisors
Gould Asset Management
Financial Council Asset Management
Bank of America Corporation

View all funds holding Ishares Tr