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Ishares Tr shares owned by Gray Private Wealth

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Gray Private Wealth from 13F filings

Historical chart of Gray Private Wealth investment in Ishares Tr

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All positions including Ishares Tr held by Gray Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $331k 6.3k 52.70
2025-09-30 $339k 6.6k 51.52
2025-06-30 $314k 6.6k 47.69
2025-03-31 $281k 6.6k 42.78

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr