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Ishares Tr shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5k 58 43.72

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Ishares Tr

Keybank National Association
Colony
Bailard
LPL Financial
Franklin Resources
Invera Wealth Advisors
Highland Financial Advisors
Biltmore Family Office
Brown Advisory Holdings Incorporated
Citadel Advisors
Bank of New York Mellon
JNBA Financial Advisors
Creative Planning
SageView Advisory Group
Atlantic Private Wealth

View all funds holding Ishares Tr