Ishares Tr shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $173k | 3.4k | 51.52 |
| 2025-06-30 | $160k | 3.4k | 47.69 |
| 2025-03-31 | $143k | 3.4k | 42.78 |
| 2024-12-31 | $146k | 3.2k | 45.30 |
| 2024-09-30 | $143k | 3.2k | 44.22 |
| 2024-06-30 | $141k | 3.4k | 42.05 |
| 2024-03-31 | $135k | 3.4k | 40.29 |
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