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Ishares Tr shares owned by Napatree Capital

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

Historical chart of Napatree Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Napatree Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $447k 11k 42.78
2024-12-31 $459k 10k 45.30
2024-09-30 $448k 10k 44.22
2024-06-30 $381k 9.1k 42.05
2024-03-31 $349k 9.1k 38.56
2023-12-31 $386k 11k 36.39

More positions owned by Napatree Capital

Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napatree Capital

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