Ishares Tr shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Ishares Tr (XJR) 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
Download as csvQuarterly reported holdings in Ishares Tr by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 7.1k | 42.56 |
| 2025-06-30 | $286k | 7.2k | 39.55 |
| 2025-03-31 | $992k | 26k | 37.62 |
| 2024-12-31 | $1.1M | 27k | 41.13 |
| 2024-09-30 | $1.6M | 39k | 41.81 |
| 2024-06-30 | $1.4M | 38k | 37.87 |
| 2024-03-31 | $1.4M | 37k | 39.17 |
More positions owned by Balanced Rock Investment Advisors
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