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Ishares Tr shares owned by Client First Capital

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Client First Capital from 13F filings

Historical chart of Client First Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Client First Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Client First Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 187k 26.78
2025-06-30 $4.9M 187k 26.04
2025-03-31 $4.7M 187k 25.04

More positions owned by Client First Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Short Treas Bd (SHV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Large Cap Max Bu (SMAX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr National Mun Etf (MUB)

View all positions for Client First Capital

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
Strategic Blueprint
Grantvest Financial Group
Amplius Wealth Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Citadel Advisors
Crewe Advisors
Crown Wealth Group
FC Advisory
Commonwealth Equity Services
Old Mission Capital
Envestnet Asset Management
Tradition Wealth Management

View all funds holding Ishares Tr