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Ishares Tr shares owned by Napier Financial

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

Historical chart of Napier Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Napier Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 29k 56.79
2026-03-31 $1.4M 29k 49.22

More positions owned by Napier Financial

Ishares Russell MF Closed and MF Open (IWB)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (EFA)
Ishares 3-7yr MF Closed and MF Open (IEI)
Ishares Russell MF Closed and MF Open (IWD)
Vanguard Mid MF Closed and MF Open (VO)
First Trust MF Closed and MF Open (RDVY)
Ishares Msci MF Closed and MF Open (EEM)
Wisdomtree Floating MF Closed and MF Open (USFR)
State Street MF Closed and MF Open (SPY)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Ishares Russell MF Closed and MF Open (IWF)
Vanguard Small MF Closed and MF Open (VB)
Vanguard Short MF Closed and MF Open (VCSH)
Vanguard Intermediate MF Closed and MF Open (VCIT)

View all positions for Napier Financial

Top funds holding Ishares Tr

University of Cambridge Investment Management
Sun Life Financial
LPL Financial
Becker Capital Management
Brown Advisory Holdings Incorporated
Keybank National Association
Morgan Stanley
Wharton Business Group
Franklin Resources
JNBA Financial Advisors
Bank of New York Mellon
Thrivent Financial for Lutherans
Atlantic Private Wealth
Alpine Bank Wealth Management
BSW Wealth Partners

View all funds holding Ishares Tr