Ishares Tr shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $872k | 19k | 45.25 |
| 2025-06-30 | $813k | 19k | 42.02 |
| 2025-03-31 | $847k | 23k | 37.09 |
| 2024-12-31 | $380k | 11k | 34.30 |
| 2024-09-30 | $386k | 10k | 37.91 |
| 2024-06-30 | $329k | 9.4k | 34.94 |
| 2024-03-31 | $328k | 9.3k | 35.46 |