Ishares Tr shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (IBTM) 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 | $3.3M | 144k | 23.13 |
| 2025-06-30 | $3.2M | 141k | 23.03 |
| 2025-03-31 | $3.1M | 135k | 22.79 |
| 2024-12-31 | $2.4M | 106k | 22.20 |
| 2024-09-30 | $2.5M | 105k | 23.48 |
| 2024-06-30 | $2.3M | 103k | 22.44 |
| 2024-03-31 | $2.3M | 102k | 22.16 |
| 2023-12-31 | $2.2M | 95k | 23.11 |