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Ishares Tr shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $245k 5.4k 45.37

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Eastern Bank
Putnam Fl Investment Management
Bailard
Miracle Mile Advisors
Litman Gregory Asset Management
Koss-Olinger Consulting
Harbour Investments
Keybank National Association
Franklin Resources
Advisory Services Network
JNBA Financial Advisors

View all funds holding Ishares Tr