Ishares Tr shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $15k | 400 | 37.63 |
| 2024-12-31 | $17k | 400 | 41.13 |
| 2024-09-30 | $17k | 400 | 41.81 |
| 2024-06-30 | $18k | 482 | 37.87 |
| 2024-03-31 | $19k | 482 | 39.17 |
| 2023-09-30 | $16k | 482 | 33.06 |
| 2023-06-30 | $17k | 482 | 35.02 |