Ishares Tr shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $31k | 710 | 43.54 |
| 2025-12-31 | $29k | 684 | 42.58 |
| 2025-09-30 | $25k | 597 | 42.56 |
| 2025-06-30 | $24k | 597 | 40.10 |
| 2025-03-31 | $38k | 1.0k | 37.66 |
| 2024-12-31 | $40k | 979 | 41.13 |