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Ishares Tr shares owned by Equita Financial Network

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Equita Financial Network from 13F filings

Historical chart of Equita Financial Network investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 50k 49.08
2024-06-30 $1.9M 40k 46.59
2024-03-31 $1.5M 32k 45.16
2023-12-31 $1.1M 28k 39.82
2023-09-30 $892k 26k 34.66

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Extend Mkt Etf (VXF)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Equita Financial Network

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
LPL Financial
Sei Investments
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Federation des caisses Desjardins du Quebec
Hanson McClain Advisors
Mml Investors Services
Cetera Investment Advisers
Financial Connections Group

View all funds holding Ishares Tr