Ishares Tr shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Ishares Tr
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All positions including Ishares Tr held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $499k | 11k | 45.32 |
| 2025-06-30 | $472k | 11k | 42.31 |
| 2025-03-31 | $407k | 11k | 37.08 |
| 2024-12-31 | $413k | 12k | 34.29 |
| 2024-06-30 | $450k | 13k | 34.94 |
| 2024-03-31 | $443k | 13k | 35.46 |
| 2023-12-31 | $244k | 7.2k | 34.06 |
| 2023-09-30 | $220k | 7.2k | 30.72 |
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