Ishares Tr shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 9.3k | 57.31 |
| 2025-06-30 | $499k | 9.3k | 53.93 |
| 2025-03-31 | $441k | 9.5k | 46.67 |
| 2024-12-31 | $490k | 9.9k | 49.72 |
| 2024-09-30 | $646k | 13k | 50.23 |
| 2024-06-30 | $535k | 11k | 48.53 |
| 2024-03-31 | $481k | 11k | 42.85 |
| 2023-12-31 | $482k | 12k | 41.10 |
| 2023-09-30 | $420k | 12k | 35.07 |
| 2023-06-30 | $444k | 12k | 36.00 |
| 2023-03-31 | $413k | 12k | 33.15 |
| 2022-12-31 | $397k | 12k | 32.24 |
| 2022-09-30 | $372k | 13k | 29.68 |
| 2022-06-30 | $413k | 13k | 32.58 |
| 2022-03-31 | $435k | 13k | 33.80 |
| 2021-12-31 | $489k | 13k | 37.86 |