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Ishares Tr fund shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr fund by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 493 47.22
2023-09-30 $23k 504 45.13
2023-06-30 $23k 504 46.18
2023-03-31 $335k 7.1k 47.36
2022-12-31 $453k 9.8k 45.97
2022-09-30 $675k 15k 45.55
2022-06-30 $708k 15k 47.73
2022-03-31 $1.6M 32k 50.60
2021-12-31 $1.1M 21k 54.24
2021-09-30 $635k 12k 54.87
2021-06-30 $584k 11k 54.71
2021-03-31 $498k 9.1k 54.63
2020-12-31 $318k 5.7k 56.22
2019-06-30 $88k 1.6k 54.25