Ishares Tr shares owned by West Wealth Group
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $538k | 11k | 49.08 |
| 2024-06-30 | $524k | 11k | 46.58 |
| 2024-03-31 | $525k | 12k | 45.15 |
| 2023-12-31 | $470k | 12k | 39.82 |
| 2023-09-30 | $399k | 12k | 34.66 |
| 2023-06-30 | $398k | 11k | 35.95 |
| 2023-03-31 | $365k | 11k | 33.07 |
| 2022-12-31 | $362k | 12k | 30.66 |
| 2022-09-30 | $297k | 11k | 28.01 |
| 2022-06-30 | $330k | 11k | 29.86 |
| 2022-03-31 | $468k | 13k | 35.66 |
| 2021-12-31 | $209k | 5.3k | 39.43 |