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Ishares Tr shares owned by CVA Family Office

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by CVA Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by CVA Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 526 39.82
2023-06-30 $19k 526 35.95
2023-03-31 $17k 526 33.07
2022-12-31 $16k 526 30.66

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Fds Inf Tech Etf (VGT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)

View all positions for CVA Family Office

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr