Ishares Tr shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (IBTL) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 164k | 20.57 |
| 2025-06-30 | $3.3M | 160k | 20.50 |
| 2025-03-31 | $3.1M | 151k | 20.31 |
| 2024-12-31 | $2.4M | 119k | 19.80 |
| 2024-09-30 | $2.5M | 118k | 20.82 |
| 2024-06-30 | $2.3M | 116k | 19.97 |
| 2024-03-31 | $2.3M | 114k | 19.74 |
| 2023-12-31 | $2.2M | 107k | 20.54 |