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Ishares Tr shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 5.5k 52.70

More positions owned by KWB Wealth

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

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