Ishares Tr shares owned by Values Added Financial
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in Ishares Tr
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All positions including Ishares Tr held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 45k | 72.04 |
| 2024-06-30 | $2.4M | 35k | 67.43 |
| 2024-03-31 | $2.4M | 35k | 68.13 |
| 2023-12-31 | $2.2M | 35k | 63.88 |
| 2023-09-30 | $2.2M | 39k | 57.09 |
| 2023-06-30 | $1.5M | 24k | 60.91 |