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Ishares Tr shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Ishares Tr

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All positions including Ishares Tr held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 759 51.49
2025-06-30 $511k 11k 45.30
2025-03-31 $39k 907 42.77
2024-12-31 $514k 11k 45.61
2024-09-30 $508k 12k 44.22
2024-06-30 $485k 12k 42.05
2024-03-31 $490k 12k 40.29
2023-12-31 $413k 11k 36.39
2023-09-30 $401k 12k 32.43