Ishares Tr shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 98k | 44.22 |
| 2024-06-30 | $4.2M | 99k | 42.05 |
| 2024-03-31 | $4.4M | 110k | 40.29 |
| 2023-12-31 | $4.1M | 112k | 36.39 |
| 2023-09-30 | $3.6M | 112k | 32.43 |
| 2023-06-30 | $3.8M | 112k | 33.82 |
| 2023-03-31 | $3.6M | 118k | 30.90 |
| 2022-12-31 | $3.3M | 117k | 28.42 |