Values Added Financial »

Ishares Tr shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 24k 43.85
2025-06-30 $590k 14k 41.50

More positions owned by Values Added Financial

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Values Added Financial

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