Ishares Tr shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 10k | 51.52 |
| 2025-06-30 | $483k | 10k | 47.69 |
| 2025-03-31 | $433k | 10k | 42.77 |
| 2024-12-31 | $459k | 10k | 45.33 |
| 2024-09-30 | $448k | 10k | 44.25 |
| 2024-06-30 | $426k | 10k | 42.07 |
| 2024-03-31 | $408k | 10k | 40.30 |
| 2023-12-31 | $368k | 10k | 36.35 |
| 2023-09-30 | $328k | 10k | 32.40 |
| 2023-06-30 | $342k | 10k | 33.78 |
| 2023-03-31 | $313k | 10k | 30.91 |