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Ishares Tr fund shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Ishares Tr fund

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All positions including Ishares Tr fund held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $400k 8.5k 47.23
2023-09-30 $447k 9.9k 45.13
2023-06-30 $416k 8.9k 46.54
2023-03-31 $243k 5.2k 47.09
2022-12-31 $244k 5.3k 45.97