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Ishares Tr shares owned by XML Financial

Quarter-by-quarter ownership of Ishares Tr (IBDZ) 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
2026-03-31 $351k 14k 26.06
2025-12-31 $229k 8.7k 26.37

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
PIMCO Corporate Opportunity Fund (PTY)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Series Trust State Street Spd (CWB)

View all positions for XML Financial

Top funds holding Ishares Tr

Capital Investment Advisors
Summit Financial
Sarver Vrooman Wealth Advisors
Golub Group
Sigma Investment Counselors
MV Capital Management
Mb, Levis & Associates
PFG Private Wealth Management
Motley Fool Wealth Management
Arrow Financial Corp.
Parkway Wealth Management Group
UBS Group
Janney Montgomery Scott
HighTower Advisors
Nestegg Advisors

View all funds holding Ishares Tr