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Ishares Tr shares owned by WFA of San Diego

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Ishares Tr

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All positions including Ishares Tr held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2025-06-30 $33k 791 41.50
2024-09-30 $34k 791 42.29
2023-09-30 $27k 791 33.87
2023-06-30 $28k 791 35.62
2022-12-31 $26k 791 32.80

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View all positions for WFA of San Diego

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