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Ishares Tr shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in Ishares Tr

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All positions including Ishares Tr held by Taylor, Cottrill, Erickson & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 4.2k 52.16

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
Vanguard Growth Common (VUG)
Vanguard Small Cap Common (VB)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Div Appreciation Common (VIG)
Vanguard FTSE Developed Mkts Common (VEA)
Vanguard Value Common (VTV)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Mid Cap Common (VO)
iShares Russell Midcap Growth Common (IWP)
Jpmorgan Core Plus Bond Common (JCPB)
Vanguard Corp Bond Short Term Common (VCSH)
iShares Tr Msci Eafe Common (EFA)
Vanguard Sh-Term Inf Common (VTIP)
JPMorgan Ultra Short Muni Inco Common (JMST)

View all positions for Taylor, Cottrill, Erickson & Associates

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