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Ishares Tr shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 5.1k 41.79
2022-12-31 $429k 15k 28.14

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
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Amazon (AMZN)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
NVIDIA Corporation (NVDA)
Harbor Etf Trust Long Term Grower (WINN)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Innovator Etfs Trust Quity Managd Flr (SFLR)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Worth Financial Advisory Group

Top funds holding Ishares Tr

Money Concepts Capital Corp
Bank of America Corporation
Prepared Retirement Institute
LPL Financial
Citadel Advisors
Two Sigma Investments
Susquehanna International
Mariner Wealth Advisors
Global Assets Advisory
Apeiron RIA
Royal Bank of Canada
Well Done
Raymond James Financial
NovaPoint Capital
OpenArc Corporate Advisory

View all funds holding Ishares Tr