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Ishares Tr shares owned by Wealthgarden F.s

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Wealthgarden F.s from 13F filings

Historical chart of Wealthgarden F.s investment in Ishares Tr

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29600k650k700k12k13k14k
Value ($)Share countHistorical USXF position of Wealthgarden F.s Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr held by Wealthgarden F.s consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2024-12-31 $705k 14k 49.72
2024-09-30 $564k 12k 49.08

More positions owned by Wealthgarden F.s

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)

View all positions for Wealthgarden F.s

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
LPL Financial
SigFig Wealth Management
Jpmorgan Chase & Co
Sei Investments
Park Avenue Securities
Mackenzie Financial
Federation des caisses Desjardins du Quebec
Spinnaker Trust
Mml Investors Services
Cetera Investment Advisers
Hanson McClain Advisors
Thrivent Financial for Lutherans

View all funds holding Ishares Tr