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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
2025-09-30 $507k 9.8k 51.52
2025-06-30 $412k 8.6k 47.69
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 Ishs 5-10yr Invt (IGIB)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Ishares Tr Gov/cred Bd Etf (GBF)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Broadcom (AVGO)

View all positions for Colton Groome Financial Advisors

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
BSW Wealth Partners
Thrivent Financial for Lutherans
Biltmore Family Office
Gould Asset Management
HighTower Advisors

View all funds holding Ishares Tr