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Ishares Tr shares owned by TCWP

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by TCWP from 13F filings

Historical chart of TCWP investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by TCWP

Quarter filed Position value Share count Share price at filing
2023-12-31 $768k 12k 63.88
2023-09-30 $865k 15k 57.09
2023-06-30 $1.0M 17k 60.91
2023-03-31 $940k 16k 59.59
2022-12-31 $839k 16k 54.27
2022-09-30 $416k 8.9k 46.57
2022-06-30 $379k 7.3k 52.02
2022-03-31 $376k 6.2k 60.87
2021-12-31 $381k 5.5k 68.77