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Ishares Tr shares owned by Buffington Mohr McNeal

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Buffington Mohr McNeal from 13F filings

Historical chart of Buffington Mohr McNeal investment in Ishares Tr

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All positions including Ishares Tr held by Buffington Mohr McNeal consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Buffington Mohr McNeal

Quarter filed Position value Share count Share price at filing
2025-03-31 $482k 11k 42.78
2024-12-31 $510k 11k 45.30
2024-09-30 $410k 9.3k 44.22
2024-06-30 $390k 9.3k 42.05

More positions owned by Buffington Mohr McNeal

Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core S&p 500 Etf Etf (IVV)
Costco Whsl Corp Stock (COST)
Microsoft Corp Stock (MSFT)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Amphenol Corp New Cl A Stock (APH)
Ishares Ibonds 2031 Corp Bond Etf (IBDW)
Ishares Ibonds 2026 Corp Bond Etf (IBDR)
Ishares Ibonds 2030 Corp Bond Etf (IBDV)
Ishares Core S&p Small Cap Etf Etf (IJR)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)

View all positions for Buffington Mohr McNeal

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