Ishares Tr shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 13k | 21.22 |
| 2025-06-30 | $267k | 13k | 21.04 |
| 2025-03-31 | $201k | 9.7k | 20.75 |