Ishares Tr shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $213k | 4.6k | 46.67 |
| 2024-12-31 | $340k | 6.8k | 49.72 |
| 2024-09-30 | $334k | 6.8k | 49.08 |
| 2024-06-30 | $316k | 6.8k | 46.58 |
| 2024-03-31 | $306k | 6.8k | 45.15 |