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Ishares Tr shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Retirement Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $750k 15k 49.72
2024-03-31 $5.1M 112k 45.15
2023-12-31 $415k 10k 39.82
2021-12-31 $704k 18k 39.42
2021-09-30 $637k 18k 36.14
2021-06-30 $818k 23k 36.29

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View all positions for Retirement Capital Strategies

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