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Ishares Tr shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 112k 49.08
2024-06-30 $5.1M 113k 45.02
2024-03-31 $5.3M 117k 45.15
2023-09-30 $3.9M 113k 34.66
2023-06-30 $4.3M 120k 35.95
2023-03-31 $3.9M 118k 33.07
2022-12-31 $3.7M 120k 30.66
2022-09-30 $4.0M 143k 28.02
2022-06-30 $4.9M 166k 29.87
2022-03-31 $5.9M 166k 35.69
2021-12-31 $5.4M 138k 39.44
2021-09-30 $4.6M 128k 36.12
2021-06-30 $2.8M 76k 36.31
2021-03-31 $1.9M 56k 33.17