Ishares Tr cmn shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Ishares Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr cmn 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 cmn by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 12k | 22.98 |
| 2025-06-30 | $255k | 11k | 22.98 |
| 2025-03-31 | $2.2M | 96k | 22.98 |
| 2024-12-31 | $3.2M | 135k | 23.45 |
| 2024-09-30 | $3.5M | 156k | 22.57 |
| 2024-06-30 | $3.7M | 164k | 22.77 |
| 2024-03-31 | $4.0M | 177k | 22.77 |