Ishares Tr shares owned by Fortis Capital Management
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Fortis Capital Management
from 13F filings
Historical chart of Fortis Capital Management investment in Ishares Tr
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All positions including Ishares Tr held by Fortis Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by Fortis Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $398k | 19k | 21.15 |
| 2025-09-30 | $423k | 20k | 21.22 |
| 2025-06-30 | $416k | 20k | 21.04 |
| 2025-03-31 | $630k | 30k | 20.75 |
| 2024-12-31 | $1.4M | 68k | 20.35 |
| 2024-09-30 | $1.6M | 77k | 21.22 |
| 2024-06-30 | $1.4M | 69k | 20.29 |
| 2024-03-31 | $1.4M | 67k | 20.49 |
| 2023-12-31 | $1.3M | 63k | 20.77 |