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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

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

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Quarterly reported holdings in Ishares Tr by West Wealth Group

Quarter filed Position value Share count Share price at filing
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