Ishares Tr shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 800 | 43.85 |
| 2025-06-30 | $33k | 800 | 41.50 |
| 2025-03-31 | $31k | 800 | 39.07 |
| 2024-12-31 | $34k | 800 | 41.84 |
| 2024-09-30 | $34k | 800 | 42.29 |
| 2024-06-30 | $35k | 883 | 39.57 |
| 2024-03-31 | $36k | 883 | 41.08 |
| 2023-09-30 | $33k | 965 | 33.87 |
| 2023-06-30 | $34k | 965 | 35.62 |