Ishares Tr shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Legacy Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $315k | 6.0k | 52.75 |
| 2026-03-31 | $273k | 6.3k | 43.54 |
| 2025-12-31 | $272k | 6.4k | 42.58 |
| 2025-09-30 | $271k | 6.4k | 42.56 |
| 2025-06-30 | $250k | 6.3k | 39.55 |
| 2025-03-31 | $290k | 7.7k | 37.62 |
| 2024-12-31 | $324k | 7.9k | 41.10 |
| 2024-09-30 | $345k | 8.2k | 41.81 |
| 2024-06-30 | $282k | 7.5k | 37.87 |
| 2024-03-31 | $228k | 5.8k | 39.17 |
| 2023-12-31 | $236k | 6.2k | 38.26 |