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Ishares shares owned by Hrt Financial

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Ishares

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All positions including Ishares held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $169k 17k 10.16
2023-09-30 $196k 23k 8.53
2023-06-30 $375k 39k 9.64
2023-03-31 $574k 50k 11.45
2022-06-30 $300k 30k 9.86
2022-03-31 $1.1M 78k 14.21
2021-12-31 $3.0M 231k 12.90
2021-09-30 $1.3M 107k 12.33