Jackson Wealth Management »

Ishares Tr rus200 idx etf shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Ishares Tr rus200 idx etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 idx etf held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 idx etf by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $354k 3.1k 115.01
2023-09-30 $311k 3.0k 103.49
2023-06-30 $312k 2.9k 106.52
2021-12-31 $2.8M 24k 113.94

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding Ishares Tr rus200 idx etf

Tompkins Financial Corp
Gilbert & Cook
Bank of America Corporation
McKinley Carter Wealth Services
Dohj
Pegasus Partners
Jpmorgan Chase & Co
Cambridge Investment Research Advisors
SageView Advisory Group
Royal Bank of Canada
KM Capital Management
First Citizens Bank & Trust
Woodard & Co Asset Management Group
Envestnet Portfolio Solutions
WFA Asset Management Corp

View all funds holding Ishares Tr rus200 idx etf