Ishares Tr shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 380k | 22.13 |
| 2025-06-30 | $8.0M | 365k | 21.94 |
| 2025-03-31 | $7.5M | 347k | 21.72 |
| 2024-12-31 | $7.1M | 331k | 21.36 |
| 2024-09-30 | $3.0M | 140k | 21.45 |