Ishares Tr shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $232k | 4.7k | 49.08 |
| 2024-06-30 | $220k | 4.7k | 46.58 |
| 2024-03-31 | $213k | 4.7k | 45.15 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management