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

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Quarterly reported holdings in Ishares Tr by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
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