Ishares Tr shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 5.2k | 43.92 |
| 2024-12-31 | $454k | 11k | 42.48 |
| 2024-09-30 | $474k | 11k | 44.30 |
| 2024-06-30 | $456k | 11k | 42.55 |