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Ishares Tr shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 62k 75.74
2025-06-30 $4.5M 61k 74.44
2025-03-31 $4.4M 65k 67.34
2024-12-31 $4.7M 72k 64.62
2024-09-30 $7.2M 100k 72.04
2024-06-30 $6.6M 98k 67.43
2024-03-31 $6.4M 94k 68.13