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Ishares Tr shares owned by SFM

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

Historical chart of SFM investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by SFM

Quarter filed Position value Share count Share price at filing
2026-09-30 $537k 9.2k 58.30

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
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Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SFM

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
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
Raymond James Financial

View all funds holding Ishares Tr