Ishares Tr shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $411k | 9.4k | 43.55 |
| 2025-06-30 | $410k | 9.5k | 43.32 |
| 2025-03-31 | $443k | 10k | 42.48 |
| 2024-12-31 | $419k | 9.5k | 44.30 |