Ishares Tr shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Segment Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 91k | 21.22 |
| 2025-06-30 | $1.8M | 87k | 21.04 |
| 2025-03-31 | $1.7M | 81k | 20.75 |
| 2024-12-31 | $1.5M | 73k | 20.35 |
| 2024-09-30 | $778k | 37k | 21.22 |
| 2024-06-30 | $658k | 32k | 20.29 |
| 2024-03-31 | $604k | 30k | 20.49 |
| 2023-12-31 | $378k | 18k | 20.77 |