Ishares Tr shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $397k | 8.8k | 45.30 |
| 2024-09-30 | $398k | 9.0k | 44.22 |
| 2024-06-30 | $378k | 9.0k | 42.05 |
| 2024-03-31 | $411k | 10k | 40.29 |
| 2023-09-30 | $310k | 9.5k | 32.58 |
| 2023-06-30 | $322k | 9.5k | 33.82 |
| 2023-03-31 | $294k | 9.5k | 30.90 |
| 2022-12-31 | $271k | 9.5k | 28.43 |
| 2022-09-30 | $256k | 9.5k | 26.88 |
| 2022-06-30 | $270k | 9.5k | 28.35 |
| 2022-03-31 | $279k | 8.1k | 34.31 |
| 2021-12-31 | $299k | 8.1k | 36.77 |
| 2021-09-30 | $269k | 8.1k | 33.08 |
| 2021-06-30 | $277k | 8.4k | 32.89 |
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