Ishares Tr shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17k | 398 | 42.29 |
| 2024-06-30 | $16k | 403 | 39.57 |
| 2024-03-31 | $41k | 989 | 41.08 |
| 2023-09-30 | $39k | 1.1k | 33.87 |
| 2023-06-30 | $41k | 1.2k | 35.62 |
| 2023-03-31 | $55k | 1.6k | 33.99 |
| 2022-12-31 | $58k | 1.8k | 32.80 |
| 2022-09-30 | $71k | 2.4k | 29.73 |
| 2022-06-30 | $87k | 2.8k | 30.58 |
| 2022-03-31 | $133k | 3.6k | 36.57 |