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Ishares Tr shares owned by Laurel Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Laurel Wealth Advisors from 13F filings

Historical chart of Laurel Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Laurel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 37k 21.22
2025-06-30 $492k 23k 21.04
2025-03-31 $222k 11k 20.75
2024-12-31 $79k 3.9k 20.35