Capital A Wealth Management »

Ishares Tr shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $41k 873 46.67
2024-12-31 $43k 866 49.72

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr