Jim Saulnier & Associates »

Ishares Tr shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $975k 36k 26.78
2025-06-30 $950k 37k 26.04
2025-03-31 $932k 37k 25.04
2024-12-31 $935k 37k 25.20

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

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