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Ishares Tr shares owned by BFC Planning

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Ishares Tr

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All positions including Ishares Tr held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 59k 41.79
2026-03-31 $3.4M 96k 35.94
2025-12-31 $2.3M 66k 34.33
2025-09-30 $972k 29k 33.51
2025-06-30 $1.1M 36k 31.05
2025-03-31 $995k 33k 30.01
2024-12-31 $1.1M 35k 32.48