Ishares Tr shares owned by Envision Financial Planning
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Envision Financial Planning
from 13F filings
Historical chart of Envision Financial Planning investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Envision Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 846k | 21.22 |
| 2025-06-30 | $15M | 724k | 21.04 |
| 2025-03-31 | $15M | 698k | 20.75 |
| 2024-12-31 | $14M | 682k | 20.35 |
| 2024-09-30 | $14M | 660k | 21.22 |
| 2024-06-30 | $13M | 636k | 20.29 |
| 2024-03-31 | $12M | 602k | 20.49 |
| 2023-12-31 | $12M | 557k | 20.77 |
| 2023-09-30 | $8.6M | 442k | 19.39 |
More positions owned by Envision Financial Planning
View all positions for Envision Financial Planning