Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

XJHXJH
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 60,395 shares of XJH (ISHARES TR), worth $3.1M as of 2026-Q2. The position was increased (+421.3% shares). XJH represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.1M

Current Shares

60,395

Total Value Change

+$2.8M

Total Shares Change

+51,771

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,395
+421.3%
$3.1M0.0%$52.15
43
2026-Q1
Decreased
11,586
-33.4%
$530,1520.0%$47.88
0
2025-Q4
Increased
17,404
+7.2%
$810,3350.0%$45.13
27
2025-Q3
Increased
16,229
+2.9%
$708,3630.0%$43.50
25
2025-Q2
Decreased
15,771
-15.1%
$673,0870.0%$41.29
0
2025-Q1
Decreased
18,574
-8.8%
$725,6880.0%$38.63
0
2024-Q4
Increased
20,369
+1.7%
$852,1440.0%$41.27
25
2024-Q3
Increased
20,029
+7.6%
$847,0020.0%$41.51
27
2024-Q2
Increased
18,607
+115.1%
$736,2920.0%$38.76
40
2024-Q1
Decreased
8,651
-1.1%
$355,3680.0%$40.14
0
2023-Q4
Increased
8,748
+1.4%
$330,0280.0%$36.78
24
2023-Q3
New
8,624
-
$292,1080.0%$32.88
32

Other major holders of XJH: BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC

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