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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |