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Ishares Tr shares owned by Francis Financial

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

Historical chart of Francis Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 85k 42.29
2024-06-30 $1.9M 47k 39.57

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr