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Ishares Tr shares owned by RTD Financial Advisors

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

Historical chart of RTD Financial Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 32k 44.65
2025-09-30 $1.5M 33k 43.85
2025-06-30 $1.3M 31k 41.50
2025-03-31 $1.2M 30k 39.07
2024-12-31 $1.2M 28k 41.84
2024-09-30 $998k 24k 42.29