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Ishares Tr shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $798k 30k 26.78
2025-06-30 $462k 18k 26.04
2025-03-31 $568k 23k 25.04
2024-12-31 $2.1M 85k 25.20

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

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