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Ishares Tr shares owned by Affiance Financial

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Affiance Financial from 13F filings

Historical chart of Affiance Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Affiance Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 31k 43.85
2025-06-30 $1.3M 31k 41.50
2025-03-31 $1.1M 29k 39.07
2024-12-31 $896k 21k 41.84
2024-09-30 $908k 22k 42.29
2024-06-30 $843k 21k 39.57
2024-03-31 $813k 20k 41.08
2023-12-31 $1.4M 38k 37.73
2023-09-30 $1.3M 37k 33.87
2023-06-30 $1.3M 36k 35.62
2023-03-31 $1.2M 34k 33.99
2022-12-31 $196k 6.0k 32.80