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Ishares Tr shares owned by Williams Financial

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

Historical chart of Williams Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Williams Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 6.4k 42.83
2023-12-31 $330k 7.6k 43.26
2023-09-30 $311k 7.6k 40.85
2023-06-30 $249k 5.8k 42.58

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Lockheed Martin Corporation (LMT)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
SYSCO Corporation (SYY)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Williams Financial

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
SigFig Wealth Management
IMPACTfolio
Jpmorgan Chase & Co
Advisor Group Holdings
Us Bancorp
Hanson McClain Advisors
One Wealth Advisors
Advisory Services Network
First Ascent Asset Management
Park Avenue Securities
Atria Wealth Solutions
Perigon Wealth Management
Financial Connections Group
Leonard Rickey Investment Advisors P

View all funds holding Ishares Tr