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Ishares Tr shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $714k 17k 42.56
2025-06-30 $638k 16k 40.65
2025-03-31 $520k 14k 37.62

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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