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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
2025-09-30 $1.1M 14k 75.75
2025-06-30 $976k 13k 74.41
2025-03-31 $713k 11k 67.33
2024-12-31 $641k 9.9k 64.60
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)
Schwab US Large Cap Growth ETF Etf (SCHG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab US Large Cap Value ETF Etf (SCHV)
Financial Select Sector SPDR Fund Etf (XLF)

View all positions for Warner Financial

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