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Ishares Tr shares owned by Capital Advantage

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Capital Advantage from 13F filings

Historical chart of Capital Advantage investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-12-31 $262k 6.3k 41.83

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
Eastern Bank
Raymond James & Associates
Mariner Wealth Advisors
Bailard
Koss-Olinger Consulting
Pensionmark Financial Group
Shira Ridge Wealth Management
LPL Financial
Franklin Resources
Francis Financial
Raymond James Financial Services Advisors
JNBA Financial Advisors
Commonwealth Equity Services

View all funds holding Ishares Tr