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Ishares Tr shares owned by CWM

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

Historical chart of CWM investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 123k 22.17
2024-06-30 $2.3M 110k 21.26
2024-03-31 $2.1M 99k 21.40
2023-12-31 $1.6M 76k 21.64
2023-09-30 $84k 4.1k 20.29
2023-06-30 $63k 3.0k 21.18
2023-03-31 $14k 638 21.94