Ishares Tr shares owned by West Wealth Group
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 3.0k | 76.47 |
| 2025-06-30 | $227k | 3.1k | 72.81 |
| 2025-03-31 | $210k | 3.1k | 67.12 |
| 2024-12-31 | $368k | 5.7k | 64.62 |
| 2024-09-30 | $342k | 4.7k | 72.04 |
| 2024-06-30 | $264k | 3.9k | 67.43 |
| 2024-03-31 | $274k | 4.0k | 68.13 |
| 2023-12-31 | $252k | 3.9k | 63.88 |
| 2023-09-30 | $220k | 3.8k | 57.09 |
| 2023-06-30 | $218k | 3.6k | 60.91 |
| 2023-03-31 | $215k | 3.6k | 59.59 |
| 2022-12-31 | $203k | 3.7k | 54.27 |
| 2022-03-31 | $214k | 3.5k | 60.76 |