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Ishares Tr shares owned by Joule Financial

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

Historical chart of Joule Financial investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Joule Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $283k 4.3k 66.00

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Financials Etf (VFH)
Paysign (PAYS)
Vanguard World Consum Stp Etf (VDC)

View all positions for Joule Financial

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Ullmann Financial
Bsc Private Wealth Management
Kestra Investment Management
Modern Wealth Management
Atomi Financial Group
Cardinal Point Capital Management, ULC
Ameriprise Financial
Integrated Wealth Concepts

View all funds holding Ishares Tr