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Ishares Tr shares owned by Affinity Wealth Management

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Affinity Wealth Management from 13F filings

Historical chart of Affinity Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45M 653k 69.08
2025-06-30 $42M 650k 64.13
2025-03-31 $38M 654k 57.88
2024-12-31 $31M 517k 60.35
2024-09-30 $30M 516k 58.77
2022-03-31 $23M 528k 44.27

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U S Equity Factr (LRGF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Spdr Series Trust Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Microsoft Corporation (MSFT)

View all positions for Affinity Wealth Management

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
Ullmann Financial
Jpmorgan Chase & Co
Integrated Wealth Concepts
Bsc Private Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa
Affinity Wealth Management

View all funds holding Ishares Tr