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Ishares Tr shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Ishares Tr (AQLT) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 140k 27.13
2025-06-30 $3.6M 140k 25.50
2025-03-31 $3.1M 131k 23.38
2024-12-31 $3.2M 131k 24.16

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding Ishares Tr

Balentine
BlackRock
Advocacy Wealth Management Services
Susquehanna International
Goldman Sachs Group
Royal Bank of Canada
Jane Street
Sunbelt Securities
Morgan Stanley
Ameliora Wealth Management

View all funds holding Ishares Tr