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Ishares Tr shares owned by Tarbox

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

Historical chart of Tarbox investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Tarbox

Quarter filed Position value Share count Share price at filing
2024-06-30 $614k 15k 42.05
2024-03-31 $568k 14k 40.29
2023-12-31 $476k 13k 36.39
2023-09-30 $454k 14k 32.43

More positions owned by Tarbox

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Apple (AAPL)

View all positions for Tarbox

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
JNBA Financial Advisors
Franklin Resources
Atlantic Private Wealth
Biltmore Family Office
Retirement Capital Strategies
Raymond James Financial Services Advisors
M^T Bank Corporation
Citadel Advisors
Bank of America Corporation

View all funds holding Ishares Tr