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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
2026-03-31 $36k 791 45.37
2025-12-31 $35k 791 44.65
2025-09-30 $35k 791 43.85
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

More positions owned by WFA of San Diego

Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Long-term Treasury Etf Etf (VGLT)

View all positions for WFA of San Diego

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Putnam Fl Investment Management
Bailard
Miracle Mile Advisors
Litman Gregory Asset Management
Koss-Olinger Consulting
Beacon Pointe Advisors
Harbour Investments
Keybank National Association
Franklin Resources
JNBA Financial Advisors
Cary Street Partners Financial

View all funds holding Ishares Tr