Ishares Tr shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 45k | 39.82 |
| 2023-09-30 | $1.7M | 48k | 34.66 |
| 2023-06-30 | $1.9M | 54k | 35.95 |
| 2023-03-31 | $1.8M | 56k | 33.07 |
| 2022-12-31 | $1.7M | 55k | 30.66 |
| 2022-09-30 | $1.7M | 60k | 28.02 |
| 2022-06-30 | $1.8M | 60k | 29.87 |
| 2022-03-31 | $3.4M | 95k | 35.69 |
| 2021-12-31 | $3.6M | 91k | 39.44 |
| 2021-09-30 | $3.2M | 90k | 36.12 |
| 2021-06-30 | $1.9M | 53k | 36.31 |
| 2021-03-31 | $1.4M | 42k | 33.17 |
| 2020-12-31 | $976k | 31k | 31.29 |