Grantvest Financial Group »

Ishares Tr shares owned by Grantvest Financial Group

Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Grantvest Financial Group from 13F filings

Historical chart of Grantvest Financial Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Grantvest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 38k 28.05
2025-06-30 $505k 18k 27.51
2025-03-31 $470k 18k 25.79
2024-12-31 $538k 21k 26.14

More positions owned by Grantvest Financial Group

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Neos Etf Trust Nasdaq 100 High (QQQI)
Calamos Etf Tr S&p 500 Structur (CPSJ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr S&p 500 Structrd (CPSA)

View all positions for Grantvest Financial Group

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Strategic Blueprint
Commonwealth Equity Services
Encompass More Asset Management
Ashton Thomas Securities
FC Advisory
Client First Capital
Balboa Wealth Partners
Panoramic Investment Advisors
Donald L. Hagan
HighTower Advisors
Ashton Thomas Private Wealth
Citadel Advisors
Kestra Advisory Services
CRA Financial Services

View all funds holding Ishares Tr