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Ishares Tr fund shares owned by Cardinal Point Wealth Management Partners

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Cardinal Point Wealth Management Partners from 13F filings

Historical chart of Cardinal Point Wealth Management Partners investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Cardinal Point Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Cardinal Point Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $629k 13k 47.09
2022-12-31 $618k 13k 45.97
2022-09-30 $325k 7.2k 45.23
2022-06-30 $350k 7.3k 47.78

More positions owned by Cardinal Point Wealth Management Partners