Ishares Tr shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $40k | 929 | 42.58 |
| 2025-09-30 | $43k | 1.0k | 42.56 |
| 2025-06-30 | $40k | 1.0k | 39.55 |
| 2025-03-31 | $35k | 941 | 37.62 |
| 2024-12-31 | $39k | 947 | 41.13 |