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Ishares Tr shares owned by Segment Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Segment Wealth Management from 13F filings

Historical chart of Segment Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $693k 27k 25.71
2024-06-30 $639k 26k 24.56
2024-03-31 $585k 24k 24.81
2023-12-31 $220k 8.7k 25.23