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Ishares Tr shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $500k 9.5k 52.75

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Core Us Aggbd Etf (AGG)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Core S&p Scp Etf (IJR)
Pgim Investments Active High Yld Bd Etf (PHYL)
Spdr Series Trust S&p 500 Etf (SPY)

View all positions for Ellenbecker Investment Group

Top funds holding Ishares Tr

Bank of America Corporation
Keybank National Association
Bailard
Colony
LPL Financial
Invera Wealth Advisors
Highland Financial Advisors
Franklin Resources
Brown Advisory Holdings Incorporated
Biltmore Family Office
Bank of New York Mellon
Flow Traders US
Creative Planning
Susquehanna International
SageView Advisory Group

View all funds holding Ishares Tr