Ishares Tr shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 5.5k | 43.85 |
| 2025-06-30 | $263k | 6.3k | 41.50 |
| 2024-12-31 | $218k | 5.2k | 41.84 |
| 2024-09-30 | $221k | 5.2k | 42.29 |