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Ishares Tr fund shares owned by Francis Financial

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Francis Financial from 13F filings

Historical chart of Francis Financial investment in Ishares Tr fund

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

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Quarterly reported holdings in Ishares Tr fund by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 292k 46.89
2023-12-31 $9.8M 208k 47.23
2023-09-30 $7.5M 167k 45.13
2023-06-30 $9.0M 194k 46.54
2023-03-31 $8.0M 170k 47.09
2022-12-31 $356k 7.7k 45.97