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Ishares Tr shares owned by Sofi Wealth

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Sofi Wealth from 13F filings

Historical chart of Sofi Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 22k 75.74
2025-06-30 $1.2M 16k 74.44
2025-03-31 $654k 9.7k 67.34
2024-12-31 $91k 1.4k 64.60

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Global X Fds Defense Tech Etf (SHLD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Sofi Wealth

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Flow Traders US
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Accredited Investors
Bailard
Financial Connections Group
Jpmorgan Chase & Co
HighTower Advisors
Jane Street
Invera Wealth Advisors

View all funds holding Ishares Tr