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Ishares Tr shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 8.0k 42.56
2025-06-30 $318k 8.0k 39.55

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple Put Option (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Tesla Motors (TSLA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mission Wealth Management

Top funds holding Ishares Tr

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
Better Money Decisions
Biltmore Family Office
JNBA Financial Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth
Jane Street

View all funds holding Ishares Tr