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Ishares Tr shares owned by Dynamic Financial Group

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Dynamic Financial Group from 13F filings

Historical chart of Dynamic Financial Group investment in Ishares Tr

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All positions including Ishares Tr held by Dynamic Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 6.5k 33.51
2025-06-30 $214k 6.9k 31.06
2025-03-31 $332k 11k 30.00
2024-12-31 $370k 11k 32.48