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Ishares Tr shares owned by Selective Wealth Management

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

Historical chart of Selective Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 3.8k 56.82
2022-09-30 $124k 4.6k 26.78
2022-06-30 $134k 4.7k 28.40
2022-03-31 $50k 1.5k 34.48

More positions owned by Selective Wealth Management

Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str P500etf (SPYM)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Apple (AAPL)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Cloud Computng (WCLD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Okta Cl A (OKTA)
Docusign (DOCU)

View all positions for Selective Wealth Management

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

View all funds holding Ishares Tr