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Ishares Tr shares owned by Laurel Wealth Planning

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Laurel Wealth Planning from 13F filings

Historical chart of Laurel Wealth Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 4.2k 52.15
2021-12-31 $1.8M 47k 38.85
2021-09-30 $196k 5.4k 36.13

More positions owned by Laurel Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust Spdr S&p 500 Esg (EFIV)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Spdr Series Trust St Str P500val (SPYV)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Wisdomtree Tr India Erngs Fd (EPI)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Msci Japan Etf (EWJ)

View all positions for Laurel Wealth Planning

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Putnam Fl Investment Management
Bailard
TrueNorth
Miracle Mile Advisors
Koss-Olinger Consulting
Keybank National Association
Harbour Investments
Beacon Pointe Advisors
Franklin Resources
CIBC Bancorp USA
JNBA Financial Advisors

View all funds holding Ishares Tr