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Ishares Tr shares owned by ARS Wealth Advisors Group

Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by ARS Wealth Advisors Group from 13F filings

Historical chart of ARS Wealth Advisors Group investment in Ishares Tr

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025205k206k207k79387,938.579397,939.57940
Value ($)Share countHistorical MAXJ position of ARS Wealth Advisors … Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Ishares Tr by ARS Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $205k 7.9k 25.79
2024-12-31 $208k 7.9k 26.14
2024-09-30 $206k 7.9k 25.99

More positions owned by ARS Wealth Advisors Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl C (GOOG)
Chevron Corporation (CVX)
Johnson & Johnson (JNJ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Gold Tr Gold Shs (GLD)
Verizon Communications (VZ)

View all positions for ARS Wealth Advisors Group

Top funds holding Ishares Tr

Amplius Wealth Advisors
Strategic Blueprint
BlackRock
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
HighTower Advisors
Panoramic Investment Advisors
Snowden Capital Advisors
CRA Financial Services
Axxcess Wealth Management
Old Mission Capital
Susquehanna International
Middleton & Company
Citadel Advisors

View all funds holding Ishares Tr