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Ishares Tr shares owned by Warner Financial

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

Historical chart of Warner Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Warner Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $532k 7.4k 72.06
2024-06-30 $359k 5.3k 67.41

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab International Equity ETF Etf (SCHF)
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)
Financial Select Sector SPDR Fund Etf (XLF)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Total International Stock ETF Etf (VXUS)

View all positions for Warner Financial

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
Syntrinsic
Jpmorgan Chase & Co
LPL Financial
Park Avenue Securities
Sei Investments
SigFig Wealth Management
Hanson McClain Advisors
Mml Investors Services
Adviser Investments
Balanced Rock Investment Advisors
Cetera Investment Advisers

View all funds holding Ishares Tr