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Ishares Tr shares owned by Highland Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (ELQD) shares owned by Highland Financial Advisors from 13F filings

Historical chart of Highland Financial Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 2.8k 83.10
2023-09-30 $217k 2.8k 76.49
2023-06-30 $229k 2.8k 81.09

More positions owned by Highland Financial Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Ishares Tr

Francis Financial
Highland Financial Advisors
Jpmorgan Chase & Co

View all funds holding Ishares Tr