Ishares Tr shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 45k | 23.39 |
| 2025-06-30 | $591k | 25k | 23.23 |
| 2025-03-31 | $591k | 25k | 23.22 |
| 2024-12-31 | $589k | 25k | 23.15 |
| 2024-09-30 | $596k | 25k | 23.41 |
| 2024-06-30 | $583k | 25k | 22.91 |
| 2024-03-31 | $587k | 25k | 23.06 |
| 2023-12-31 | $573k | 25k | 22.92 |
| 2023-09-30 | $366k | 16k | 22.53 |
| 2023-06-30 | $369k | 16k | 22.75 |
| 2023-03-31 | $369k | 16k | 22.80 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management