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Ishares Tr shares owned by TCWP

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

Historical chart of TCWP investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by TCWP

Quarter filed Position value Share count Share price at filing
2023-12-31 $988k 25k 39.82
2023-09-30 $864k 25k 34.66
2023-06-30 $932k 26k 35.95
2023-03-31 $783k 24k 33.07
2022-12-31 $723k 24k 30.66
2022-09-30 $519k 19k 27.97
2022-06-30 $539k 18k 29.86
2022-03-31 $779k 22k 35.67
2021-12-31 $816k 21k 39.41