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Ishares Tr shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $242k 4.9k 49.22

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)
SPDR Gold MiniShares Exchange Traded Fund (TIPX)
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Invesco QQQ Exchange Traded Fund (QQQ)
Vanguard Small-Cap Value Exchange Traded Fund (VBR)
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)
Vanguard Value Exchange Traded Fund (VTV)
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)
Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

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
JNBA Financial Advisors
Wharton Business Group
Franklin Resources
Bank of New York Mellon
Thrivent Financial for Lutherans
Atlantic Private Wealth
Alpine Bank Wealth Management
Raymond James Financial

View all funds holding Ishares Tr