News + Filings Holdings
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CONCENTRIC WEALTH MANAGEMENT, LLC
> IYW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IYW | 38,387 | 38,387 | 4,179,193,000 | 4,179,193,000 | $108,870.01 |
| 03/31/2023 | iSHARES TRUST | IYW | 0 | -40,002 | 0 | -2,979,749,000 | |
| 12/31/2022 | iSHARES TRUST | IYW | 40,002 | -850 | 2,979,749,000 | 2,976,752,000 | $74,490.00 |
| 09/30/2022 | iSHARES TRUST | IYW | 40,852 | -100 | 2,997,000 | -277,000 | $73.36 |
| 06/30/2022 | iSHARES TRUST | IYW | 40,952 | -1,710 | 3,274,000 | -1,122,000 | $79.95 |
| 03/31/2022 | iSHARES TRUST | IYW | 42,662 | -110 | 4,396,000 | -515,000 | $103.04 |
| 12/31/2021 | iSHARES TRUST | IYW | 42,772 | -1,800 | 4,911,000 | 398,000 | $114.82 |
| 09/30/2021 | iSHARES TRUST | IYW | 44,572 | -4,255 | 4,513,000 | -340,000 | $101.25 |
| 06/30/2021 | iSHARES TRUST | IYW | 48,827 | -1,500 | 4,853,000 | 439,000 | $99.39 |
| 03/31/2021 | iSHARES TRUST | IYW | 50,327 | -1,900 | 4,414,000 | -29,000 | $87.71 |
| 12/31/2020 | iSHARES TRUST | IYW | 52,227 | 38,929 | 4,443,000 | 439,000 | $85.07 |
| 09/30/2020 | iSHARES TRUST | IYW | 13,298 | -400 | 4,004,000 | 308,000 | $301.10 |
| 06/30/2020 | iSHARES TRUST | IYW | 13,698 | -805 | 3,696,000 | 732,000 | $269.82 |
| 03/31/2020 | iSHARES TRUST | IYW | 14,503 | -1,150 | 2,964,000 | -677,000 | $204.37 |
| 12/31/2019 | iSHARES TRUST | IYW | 15,653 | 15,653 | 3,641,000 | 3,641,000 | $232.61 |
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