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Ishares Tr shares owned by Magnus Financial Group

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

Historical chart of Magnus Financial Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $609k 15k 41.13
2024-09-30 $528k 13k 41.81
2024-06-30 $371k 9.8k 37.87
2024-03-31 $259k 6.6k 39.17

More positions owned by Magnus Financial Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Magnus Financial Group

Top funds holding Ishares Tr

Bailard
Franklin Resources
Merriman Wealth Management
LPL Financial
Cambridge Investment Research Advisors
Biltmore Family Office
Better Money Decisions
Balanced Rock Investment Advisors
JNBA Financial Advisors
Cetera Investment Advisers
Atlantic Private Wealth
Raymond James Financial
Magnus Financial Group
Mariner Wealth Advisors
Pamela Horwath

View all funds holding Ishares Tr