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Ishares Tr shares owned by XML Financial

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

Historical chart of XML Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by XML Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 12k 25.62

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Core Div Grwth (DGRO)
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Vanguard World Inf Tech Etf (VGT)
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View all positions for XML Financial

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
First Interstate Bank
Ameriprise Financial
Morgan Stanley
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Goss Wealth Management
MV Capital Management
Sound View Wealth Advisors Group
Us Bancorp
Klingman & Associates

View all funds holding Ishares Tr