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Ishares Tr shares owned by Aufman Associates

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Aufman Associates from 13F filings

Historical chart of Aufman Associates investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Aufman Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $666k 14k 49.08
2024-06-30 $632k 14k 46.58
2024-03-31 $612k 14k 45.15
2023-12-31 $540k 14k 39.82
2023-09-30 $485k 14k 34.66
2023-06-30 $503k 14k 35.95
2023-03-31 $471k 14k 33.07
2022-12-31 $333k 11k 30.66
2022-09-30 $267k 9.5k 28.03
2022-06-30 $288k 9.7k 29.82
2022-03-31 $345k 9.7k 35.72
2021-12-31 $273k 6.9k 39.51