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Ishares Tr shares owned by Sofi Wealth

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

Historical chart of Sofi Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 47k 57.31
2025-06-30 $1.8M 34k 53.93
2025-03-31 $965k 21k 46.67
2024-12-31 $139k 2.8k 49.73

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Global X Fds Defense Tech Etf (SHLD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Sofi Wealth

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