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Ishares Tr shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in Ishares Tr

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All positions including Ishares Tr held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 245 43.85
2025-06-30 $10k 245 41.50

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
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Apple (AAPL)
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
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View all positions for 1 North Wealth Services

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr