Ishares Tr shares owned by Prosperity Planning
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Ishares Tr
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All positions including Ishares Tr held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 16k | 22.15 |
| 2025-06-30 | $346k | 16k | 21.98 |
| 2025-03-31 | $330k | 15k | 21.72 |
| 2024-12-31 | $324k | 15k | 21.36 |
| 2024-09-30 | $336k | 15k | 22.17 |
| 2024-06-30 | $323k | 15k | 21.26 |