Ishares Tr shares owned by Values Added Financial
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in Ishares Tr
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All positions including Ishares Tr held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 23k | 57.31 |
| 2025-06-30 | $794k | 15k | 53.93 |
| 2025-03-31 | $503k | 11k | 46.67 |
| 2024-12-31 | $290k | 5.8k | 49.72 |
| 2023-09-30 | $244k | 7.0k | 34.66 |
| 2023-06-30 | $253k | 7.0k | 35.95 |