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Ishares Tr shares owned by Winch Advisory Services

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Winch Advisory Services from 13F filings

Historical chart of Winch Advisory Services investment in Ishares Tr

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All positions including Ishares Tr held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 434 33.51
2025-06-30 $13k 432 31.03
2025-03-31 $13k 429 30.02
2024-12-31 $14k 429 32.48