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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

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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
2023-12-31 $480k 12k 39.82
2023-09-30 $326k 9.4k 34.66
2023-06-30 $218k 6.0k 36.36

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

Top funds holding Ishares Tr

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Hanson McClain Advisors
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Invera Wealth Advisors
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Royal Bank of Canada
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View all funds holding Ishares Tr