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Ishares Tr shares owned by Colton Groome Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Colton Groome Financial Advisors from 13F filings

Historical chart of Colton Groome Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Colton Groome Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $288k 6.4k 45.30
2024-09-30 $288k 6.5k 44.22
2024-06-30 $205k 4.9k 42.05

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Technology (XLK)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for Colton Groome Financial Advisors

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
BSW Wealth Partners
JNBA Financial Advisors
Better Money Decisions
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
Two Sigma Investments
Raymond James Financial
Biltmore Family Office
Retirement Capital Strategies
Raymond James Financial Services Advisors
M^T Bank Corporation

View all funds holding Ishares Tr