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Ishares Tr shares owned by Monumental Financial Group

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Monumental Financial Group from 13F filings

Historical chart of Monumental Financial Group investment in Ishares Tr

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All positions including Ishares Tr held by Monumental Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Monumental Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 27k 44.22
2024-06-30 $1.1M 27k 42.05
2024-03-31 $1.1M 27k 40.29

More positions owned by Monumental Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard World Consum Stp Etf (VDC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Covington Trust Msci Utils Index (FUTY)

View all positions for Monumental Financial Group

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
Raymond James Financial
Better Money Decisions
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

View all funds holding Ishares Tr