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Ishares Tr shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $33k 965 33.87
2023-06-30 $34k 965 35.62

More positions owned by Wells Financial Advisors

Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Small-cap Index Fund Etf Etf (VB)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard Large-cap Index Fund Etf Etf (VV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Wells Financial Advisors

Top funds holding Ishares Tr

Raymond James & Associates
Raymond James Financial Services Advisors
Bailard
Eastern Bank
Shira Ridge Wealth Management
Franklin Resources
Commonwealth Equity Services
Mariner Wealth Advisors
JNBA Financial Advisors
Wrapmanager
RVW Wealth
Cary Street Partner Investment Advisory
Bank of America Corporation
Advisor Group Holdings
Dohj

View all funds holding Ishares Tr