Ishares Tr shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Ishares Tr
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All positions including Ishares Tr held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 169k | 22.11 |
| 2025-06-30 | $3.4M | 157k | 21.85 |
| 2025-03-31 | $1.7M | 80k | 21.72 |
| 2024-12-31 | $1.5M | 69k | 21.36 |
| 2024-06-30 | $600k | 28k | 21.26 |
| 2024-03-31 | $547k | 26k | 21.40 |
| 2023-12-31 | $507k | 23k | 21.64 |
| 2023-09-30 | $364k | 18k | 20.38 |
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