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Ishares Tr shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 52k 41.81
2024-06-30 $1.4M 37k 37.87
2024-03-31 $1.5M 37k 39.17
2023-09-30 $791k 24k 33.19
2023-06-30 $771k 22k 35.02
2023-03-31 $1.5M 43k 33.91
2022-12-31 $966k 29k 33.22
2022-09-30 $2.0M 67k 30.66