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Ishares Tr shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 6.3k 41.08
2023-12-31 $393k 10k 37.72
2023-09-30 $499k 15k 33.87
2023-06-30 $695k 19k 36.35
2023-03-31 $1.5M 45k 33.66
2022-12-31 $1.5M 46k 32.80
2022-09-30 $1.4M 47k 29.74
2022-06-30 $1.4M 46k 30.58
2022-03-31 $1.7M 47k 36.56
2021-12-31 $1.5M 40k 38.86
2021-09-30 $1.1M 31k 36.14
2021-06-30 $1.1M 30k 37.09
2021-03-31 $508k 14k 35.96