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Ishares Tr Exponential Technologies Etf shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6k 111 59.62
2023-12-31 $6.6k 111 59.87
2023-09-30 $5.8k 111 52.21
2023-06-30 $6.2k 111 55.60
2023-03-31 $5.8k 111 52.70
2022-12-31 $5.3k 111 47.34
2022-09-30 $5.0k 111 45.05

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr Exponential Technologies Etf

Bank of America Corporation
Commonwealth Equity Services
Jane Street
Alpha Financial Advisors
New England Private Wealth Advisors
Wells Fargo & Company
Mirae Asset Global Investments
Mariner Wealth Advisors
Wealthcare Advisory Partners
Orion Portfolio Solutions
Sweet Financial Partners
Dynamic Advisors Solutions
Raymond James Financial Services Advisors
Fundamentun
Stratos Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf