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Ishares Tr shares owned by Wealth Group

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

Historical chart of Wealth Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 3.6k 57.31

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
JP Morgan Betabuilders US Equity (BBUS)
Ishares Msci Usa Qlt Fct (QUAL)
Vanguard Inf Tech Etf (VGT)
Vanguard S&p 500 Etf Shs (VOO)
Invesco Invesco Qqq Tr (QQQ)
Pacer Us Cash Cows 100 (COWZ)
Ishares US Equity Factor Rotation (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Div Grwth (DGRO)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Vanguard Extend Mkt Etf (VXF)
Ishares Blackrock Systematic Multi Strategy Fund Instl Cl N/l (BIMBX)
Pacer Pacer Us Small (CALF)
Invesco S&p500 Pur Gwt (RPG)

View all positions for Wealth Group

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