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Ishares Tr shares owned by Wealth Advisory Team

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

Historical chart of Wealth Advisory Team investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Wealth Advisory Team

Quarter filed Position value Share count Share price at filing
2025-12-31 $763k 17k 44.65
2025-06-30 $706k 17k 41.50

More positions owned by Wealth Advisory Team

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Dimensional Etf Trust Us Equity Market (DFUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dbx Etf Tr Xtrackers Msci (USSG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Wealth Advisory Team

Top funds holding Ishares Tr

Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Eastern Bank
Putnam Fl Investment Management
Bailard
Miracle Mile Advisors
Litman Gregory Asset Management
Koss-Olinger Consulting
Thrivent Financial for Lutherans
Harbour Investments
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial

View all funds holding Ishares Tr