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Ishares Tr shares owned by Navalign

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

Historical chart of Navalign investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Navalign

Quarter filed Position value Share count Share price at filing
2024-03-31 $376k 9.3k 40.29
2023-12-31 $340k 9.3k 36.39
2023-09-30 $296k 9.1k 32.43

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View all positions for Navalign

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
Retirement Capital Strategies
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
Atlantic Private Wealth
Franklin Resources
Branch Banking & Trust Company
Raymond James Financial Services Advisors
JNBA Financial Advisors
Us Financial Advisors
Gould Asset Management
Financial Council Asset Management
Bank of America Corporation

View all funds holding Ishares Tr