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

XJHXJH
13 quarters

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

Yes. Wealth Enhancement Advisory Services holds 63,532 shares of XJH, worth $3.1M, as of its Q3 2026 13F filing. It increased the position by 3,137 shares (+5.2%) from Q2 2026. Wealth Enhancement Advisory Services has held XJH since Q3 2023, across 13 quarterly 13F filings.

Current Value

$3.1M

Current Shares

63,532

Total Value Change

+$2.8M

Total Shares Change

+54,908

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
63,532
+5.2%
$3.1M0.0%$48.78
28
2026-Q2
Increased
60,395
+421.3%
$3.1M0.0%$52.01
43
2026-Q1
Decreased
11,586
-33.4%
$530,1520.0%$45.14
0
2025-Q4
Increased
17,404
+7.2%
$810,3350.0%$44.33
27
2025-Q3
Increased
16,229
+2.9%
$708,3630.0%$43.33
25
2025-Q2
Decreased
15,771
-15.1%
$673,0870.0%$40.89
0
2025-Q1
Decreased
18,574
-8.8%
$725,6880.0%$38.38
0
2024-Q4
Increased
20,369
+1.7%
$852,1440.0%$41.00
25
2024-Q3
Increased
20,029
+7.6%
$847,0020.0%$41.26
27
2024-Q2
Increased
18,607
+115.1%
$736,2920.0%$38.48
40
2024-Q1
Decreased
8,651
-1.1%
$355,3680.0%$39.85
0
2023-Q4
Increased
8,748
+1.4%
$330,0280.0%$36.52
24
2023-Q3
New
8,624
-
$292,1080.0%$32.64
32

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

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