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Ishares Tr shares owned by XY Planning Network

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by XY Planning Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 21k 74.44
2025-06-30 $1.6M 21k 74.44
2025-03-31 $1.5M 22k 67.34
2024-12-31 $1.5M 23k 64.62

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for XY Planning Network

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