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Ishares Tr shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2023-06-30 $203k 5.9k 34.27

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Gold Tr Ishares New (IAU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Capital Asset Advisory Services

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr