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Ishares Tr shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Ishares Tr

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All positions including Ishares Tr held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 9.2k 23.38
2025-06-30 $269k 12k 23.18

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

Top funds holding Ishares Tr

Envestnet Asset Management
Wealth Enhancement Advisory Services
Franklin Resources
Cetera Investment Advisers
LPL Financial
Columbus Macro
Prevail Innovative Wealth Advisors
UBS Group
Morgan Stanley
Emerald Investment Partners
Hamilton Wealth
Assetmark
Royal Bank of Canada
Commonwealth Equity Services
AlphaStar Capital Management

View all funds holding Ishares Tr