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Ishares Tr shares owned by CWM

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 481 41.58
2024-06-30 $18k 479 37.58
2024-03-31 $19k 477 39.83
2023-12-31 $18k 477 37.74
2023-09-30 $16k 475 33.68

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Ishares Tr

Bailard
Franklin Resources
Merriman Wealth Management
Balanced Rock Investment Advisors
Cambridge Investment Research Advisors
Better Money Decisions
LPL Financial
JNBA Financial Advisors
Cetera Investment Advisers
Honkamp Krueger Financial Services
Atlantic Private Wealth
Biltmore Family Office
Mariner Wealth Advisors
Pamela Horwath
Mml Investors Services

View all funds holding Ishares Tr