Ishares Tr shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.4M | 21k | 67.34 |
| 2024-12-31 | $1.3M | 20k | 64.62 |
| 2024-09-30 | $1.5M | 21k | 72.04 |
| 2024-06-30 | $1.2M | 17k | 67.43 |
| 2024-03-31 | $1.2M | 17k | 68.13 |
| 2023-12-31 | $1.1M | 18k | 63.88 |
| 2023-09-30 | $1000k | 18k | 57.09 |
| 2023-06-30 | $941k | 16k | 60.91 |
| 2023-03-31 | $921k | 16k | 59.59 |
| 2022-12-31 | $839k | 16k | 54.27 |
| 2022-09-30 | $315k | 6.8k | 46.63 |
| 2022-06-30 | $284k | 5.5k | 52.11 |