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Ishares Tr shares owned by Pathway Financial Advisors

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

Historical chart of Pathway Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $505k 12k 42.56
2025-06-30 $470k 12k 39.55
2025-03-31 $450k 12k 37.62
2024-12-31 $477k 12k 41.13
2024-09-30 $314k 7.5k 41.81
2024-03-31 $386k 9.8k 39.17

More positions owned by Pathway Financial Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Instl Index Ultra-short Trea (VGUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Global Mater Etf (MXI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Pathway Financial Advisors

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