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Ishares Tr shares owned by TCWP

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by TCWP from 13F filings

Historical chart of TCWP investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by TCWP

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 6.4k 43.26
2023-09-30 $320k 7.8k 40.85
2023-06-30 $383k 9.0k 42.58
2023-03-31 $342k 7.9k 43.23
2022-12-31 $795k 19k 42.20
2022-09-30 $606k 15k 41.82
2022-06-30 $636k 15k 43.94
2022-03-31 $605k 13k 46.46
2021-12-31 $646k 13k 49.41