Ishares Tr shares owned by Wharton Business Group
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 86k | 44.22 |
| 2024-06-30 | $3.6M | 86k | 42.05 |
| 2024-03-31 | $3.5M | 86k | 40.29 |
| 2023-12-31 | $3.2M | 89k | 36.38 |
| 2023-09-30 | $2.9M | 89k | 32.43 |
| 2023-06-30 | $2.8M | 84k | 33.81 |
| 2023-03-31 | $2.6M | 84k | 30.89 |
| 2022-12-31 | $2.3M | 81k | 28.43 |
| 2022-09-30 | $2.0M | 74k | 26.82 |
| 2022-06-30 | $1.9M | 67k | 28.39 |
| 2022-03-31 | $2.2M | 64k | 34.37 |
| 2021-12-31 | $2.4M | 64k | 36.73 |
| 2021-09-30 | $2.2M | 66k | 33.11 |
| 2021-06-30 | $1.9M | 58k | 32.94 |
| 2021-03-31 | $775k | 26k | 30.35 |