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Ishares Tr shares owned by MA Private Wealth

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by MA Private Wealth from 13F filings

Historical chart of MA Private Wealth investment in Ishares Tr

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All positions including Ishares Tr held by MA Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 24k 49.08
2024-06-30 $1.1M 23k 46.58
2024-03-31 $1.1M 23k 45.15
2023-12-31 $932k 23k 39.82
2023-09-30 $858k 25k 34.66
2023-06-30 $890k 25k 35.95
2023-03-31 $819k 25k 33.07
2022-12-31 $550k 18k 30.66
2022-09-30 $377k 13k 29.21