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Ishares Tr shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 25k 43.85
2025-06-30 $994k 23k 43.03
2025-03-31 $789k 20k 39.07

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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