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Ishares Tr shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 5.8k 57.31

More positions owned by Penobscot Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Penobscot Wealth Management

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