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Ishares Tr Exponential Technologies Etf shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $734k 12k 60.88
2024-06-30 $5.3M 90k 58.83
2024-03-31 $5.7M 96k 59.62
2023-12-31 $6.7M 112k 59.87
2023-09-30 $7.7M 148k 52.21
2023-06-30 $9.0M 162k 55.60
2023-03-31 $11M 214k 52.70
2022-12-31 $11M 231k 47.34
2022-09-30 $9.2M 207k 44.57
2022-06-30 $13M 272k 47.93
2022-03-31 $19M 318k 59.04
2021-12-31 $21M 310k 66.07
2021-09-30 $16M 249k 62.74
2021-06-30 $18M 289k 63.25
2021-03-31 $13M 225k 59.22
2020-12-31 $147k 2.6k 57.24