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Ishares Tr shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Balanced Rock Investment Advisors

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 $1.5M 37k 39.07
2024-12-31 $1.6M 39k 41.84
2024-09-30 $1.9M 45k 42.29
2024-06-30 $1.7M 44k 39.57
2024-03-31 $1.7M 42k 41.08