Ishares Tr shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13k | 300 | 41.81 |
| 2024-06-30 | $11k | 300 | 37.87 |
| 2024-03-31 | $12k | 300 | 39.17 |
| 2023-12-31 | $12k | 300 | 38.26 |
| 2023-09-30 | $9.9k | 300 | 33.06 |
| 2023-06-30 | $11k | 300 | 35.02 |
| 2023-03-31 | $10k | 300 | 33.91 |
| 2022-12-31 | $10k | 300 | 33.22 |