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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
2024-09-30 $30M 516k 58.77
2022-03-31 $23M 528k 44.27

More positions owned by Affinity Wealth Management

Spdr Ser Tr S&p Homebuild (XHB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr U S Equity Factr (LRGF)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Affinity Wealth Management

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Ullmann Financial
Plan
Bsc Private Wealth Management
Integrated Wealth Concepts
Jpmorgan Chase & Co
Cardinal Point Capital Management, ULC
Morgan Stanley
Affinity Wealth Management
Colony
Phillips Financial Management

View all funds holding Ishares Tr