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Ishares Tr shares owned by JSF Financial

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

Historical chart of JSF Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by JSF Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 5.1k 41.83
2024-09-30 $216k 5.1k 42.29
2023-06-30 $210k 5.9k 35.62

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DV (DV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for JSF Financial

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