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Ishares Tr shares owned by Rogco

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

Historical chart of Rogco investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Rogco

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 4.9k 43.85
2025-06-30 $204k 4.9k 41.50
2025-03-31 $192k 4.9k 39.07
2024-12-31 $164k 3.9k 41.84

More positions owned by Rogco

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)
iShares Gold Trust Ishares New (IAU)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Principal Spectrum Pref Secs Actv ETF Spectrum Pfd (PREF)
T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research Etf Us Equity Resear (TSPA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lincoln Electric Holdings (LECO)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)

View all positions for Rogco

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr