Ishares Tr shares owned by Highland Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Highland Financial Advisors
from 13F filings
Historical chart of Highland Financial Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Highland Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 13k | 51.52 |
| 2025-06-30 | $569k | 12k | 47.69 |
| 2025-03-31 | $415k | 9.7k | 42.78 |
| 2024-12-31 | $508k | 11k | 45.34 |
| 2024-09-30 | $449k | 10k | 44.20 |
| 2024-06-30 | $448k | 11k | 42.01 |
| 2024-03-31 | $422k | 11k | 40.31 |
| 2023-12-31 | $432k | 12k | 36.35 |
| 2023-09-30 | $368k | 11k | 32.42 |
| 2023-06-30 | $385k | 11k | 33.80 |
| 2023-03-31 | $363k | 12k | 30.92 |
| 2022-12-31 | $334k | 12k | 28.41 |
| 2022-09-30 | $236k | 8.8k | 26.80 |
| 2022-06-30 | $208k | 7.3k | 28.42 |
More positions owned by Highland Financial Advisors
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