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Ishares Tr shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in Ishares Tr

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All positions including Ishares Tr held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 310 51.52
2025-06-30 $15k 310 47.69

More positions owned by 1 North Wealth Services

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Globl Cash Etf (GCOW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for 1 North Wealth Services

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
Raymond James Financial
Better Money Decisions
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
BSW Wealth Partners
Thrivent Financial for Lutherans
Biltmore Family Office
Gould Asset Management

View all funds holding Ishares Tr