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Ishares Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 7.1k 49.08
2024-06-30 $372k 8.0k 46.58
2024-03-31 $282k 6.2k 45.15
2023-12-31 $248k 6.2k 39.82
2023-09-30 $216k 6.2k 34.66
2023-06-30 $224k 6.2k 35.95
2023-03-31 $206k 6.2k 33.07