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
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Stony Point Wealth Management
View all positions for Stony Point Wealth Management