Ishares Tr shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 8.8k | 57.31 |
| 2025-06-30 | $475k | 8.8k | 53.93 |
| 2025-03-31 | $568k | 12k | 46.67 |
| 2024-12-31 | $464k | 9.3k | 49.72 |