Ishares Tr shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 3.6k | 75.74 |
| 2025-06-30 | $267k | 3.6k | 74.44 |
| 2025-03-31 | $242k | 3.6k | 67.34 |
| 2024-12-31 | $267k | 4.1k | 64.62 |