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Ishares Tr shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $368k 10k 36.35
2023-09-30 $328k 10k 32.40
2023-06-30 $342k 10k 33.78
2023-03-31 $313k 10k 30.91

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View all positions for WCG Wealth Advisors

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
Retirement Capital Strategies
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
Atlantic Private Wealth
Franklin Resources
Branch Banking & Trust Company
Raymond James Financial Services Advisors
JNBA Financial Advisors
Us Financial Advisors
Gould Asset Management
Financial Council Asset Management
Bank of America Corporation

View all funds holding Ishares Tr