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Ishares Us Etf Tr discretionary shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Ishares Us Etf Tr discretionary (IEDI) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Ishares Us Etf Tr discretionary

Tip: Access up to 7 years of quarterly data

All positions including Ishares Us Etf Tr discretionary held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Us Etf Tr discretionary by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 20k 54.79
2026-03-31 $1.6M 29k 54.09
2025-12-31 $1.6M 29k 55.05
2025-09-30 $967k 17k 56.30
2025-06-30 $928k 17k 54.76
2025-03-31 $699k 14k 51.08
2024-12-31 $570k 11k 53.42
2024-09-30 $946k 18k 52.00
2024-06-30 $955k 19k 49.70
2024-03-31 $955k 19k 49.70