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Ishares Tr shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 3.6k 56.79

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Walkner Condon Financial Advisors

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

View all funds holding Ishares Tr