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Ishares Tr shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $855k 17k 49.08
2024-06-30 $740k 16k 46.58
2024-03-31 $594k 13k 45.15
2023-12-31 $480k 12k 39.82
2023-09-30 $326k 9.4k 34.66
2023-06-30 $218k 6.0k 36.36

More positions owned by National Wealth Management Group

T Rowe Price Etf Price Blue Chip (TCHP)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Meta Platforms Cl A (META)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for National Wealth Management Group

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