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Ishares Tr shares owned by VERITY Wealth Advisors

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

Historical chart of VERITY Wealth Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 26k 49.08
2024-06-30 $1.2M 26k 46.58
2024-03-31 $1.2M 26k 45.15
2023-12-31 $925k 23k 39.82
2023-09-30 $727k 21k 34.66
2023-06-30 $754k 21k 35.95
2023-03-31 $521k 16k 33.07
2022-12-31 $486k 16k 30.66
2022-09-30 $705k 25k 28.00
2022-06-30 $752k 25k 29.87