Ishares Tr fund shares owned by JFG Wealth Management
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG Wealth Management investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $346k | 7.3k | 47.36 |
| 2024-12-31 | $341k | 7.3k | 46.62 |
| 2024-09-30 | $353k | 7.3k | 48.34 |
| 2024-06-30 | $283k | 6.1k | 46.54 |
| 2024-03-31 | $261k | 5.6k | 46.89 |
| 2023-12-31 | $242k | 5.1k | 47.23 |
| 2023-09-30 | $231k | 5.1k | 45.13 |
| 2023-06-30 | $239k | 5.1k | 46.54 |
| 2023-03-31 | $241k | 5.1k | 47.09 |
| 2022-12-31 | $236k | 5.1k | 45.97 |
| 2021-06-30 | $201k | 3.7k | 54.80 |
| 2020-09-30 | $173k | 3.1k | 55.59 |