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Ishares Tr shares owned by Stony Point Wealth Management

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

Historical chart of Stony Point Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Stony Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 358k 25.71
2024-06-30 $8.6M 352k 24.56
2024-03-31 $8.3M 333k 24.81
2023-12-31 $7.5M 296k 25.23
2023-09-30 $6.0M 257k 23.31
2023-06-30 $4.7M 189k 24.62
2023-03-31 $4.0M 160k 25.07
2022-12-31 $3.3M 137k 24.18