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Ishares Tr shares owned by Westside Investment Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $42k 1.3k 32.20
2024-06-30 $38k 1.3k 29.20
2024-03-31 $40k 1.3k 30.62
2023-12-31 $40k 1.3k 30.80
2023-09-30 $34k 1.3k 26.40
2023-06-30 $35k 1.3k 26.69
2023-03-31 $35k 1.3k 26.61
2022-12-31 $31k 1.1k 27.56