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Ishares Tr shares owned by CWM

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 132k 26.23
2025-06-30 $3.1M 121k 25.91
2025-03-31 $3.1M 120k 25.56
2024-12-31 $2.9M 115k 25.10
2024-09-30 $2.8M 106k 26.40
2024-06-30 $2.4M 96k 25.20