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Ishares Tr shares owned by Curtis Advisory Group

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Curtis Advisory Group from 13F filings

Historical chart of Curtis Advisory Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Curtis Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 6.3k 57.31
2025-06-30 $521k 9.7k 53.93
2025-03-31 $451k 9.7k 46.67
2024-12-31 $343k 6.9k 49.72
2024-09-30 $339k 6.9k 49.08

More positions owned by Curtis Advisory Group

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Global X Fds 1-3 Month T-bill (CLIP)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Curtis Advisory Group

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