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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ishares Tr

Franklin Resources
Cambridge Investment Research Advisors
Jane Street
Bailard
Better Money Decisions
Honkamp Krueger Financial Services
JNBA Financial Advisors
Atlantic Private Wealth
Goldman Sachs Group
D.A. Davidson & Co.
Pathway Financial Advisors
Gould Asset Management
Veracity Capital
Magnus Financial Group
Armbruster Capital Management

View all funds holding Ishares Tr