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Ishares Tr shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $567k 20k 28.05
2025-06-30 $714k 26k 27.51
2025-03-31 $670k 26k 25.79
2024-12-31 $844k 32k 26.14
2024-09-30 $839k 32k 25.99

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

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