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Ishares Tr shares owned by Wade Financial Advisory

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

Historical chart of Wade Financial Advisory investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $720k 15k 49.08
2024-06-30 $600k 13k 46.58
2024-03-31 $520k 12k 45.15
2023-12-31 $321k 8.1k 39.82
2023-09-30 $274k 7.9k 34.66
2023-06-30 $242k 6.7k 35.95
2023-03-31 $250k 7.6k 33.07
2022-09-30 $381k 14k 28.06
2022-06-30 $354k 12k 29.90