Taylor, Cottrill, Erickson & Associates »

Ishares Tr shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Taylor, Cottrill, Erickson & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 5.3k 51.52
2025-06-30 $254k 5.3k 47.69

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
Vanguard Growth Common (VUG)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Small Cap Common (VB)
Vanguard Div Appreciation Common (VIG)
Vanguard Value Common (VTV)
Vanguard FTSE Developed Mkts Common (VEA)
Schwab US Div Equity Etf Common (SCHD)
iShares Russell Midcap Growth Common (IWP)
Vanguard Mid Cap Common (VO)
Vanguard Corp Bond Short Term Common (VCSH)
iShares Tr Msci Eafe Common (EFA)
Vanguard Sh-Term Inf Common (VTIP)
Spdr S&P Dividend Etf Common (SDY)
JPMorgan Ultra Short Muni Inco Common (JMST)

View all positions for Taylor, Cottrill, Erickson & Associates

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
Raymond James Financial
Better Money Decisions
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
BSW Wealth Partners
Thrivent Financial for Lutherans
Biltmore Family Office
Gould Asset Management

View all funds holding Ishares Tr