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Ishares Tr rus200 val idx shares owned by Arcadia Wealth Management

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Arcadia Wealth Management from 13F filings

Historical chart of Arcadia Wealth Management investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr rus200 val idx by Arcadia Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 17k 70.17
2023-09-30 $1.2M 19k 65.37
2023-06-30 $1.3M 20k 67.44
2023-03-31 $9.8M 150k 65.10
2022-12-31 $9.1M 140k 64.97

More positions owned by Arcadia Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Arcadia Wealth Management

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
AE Wealth Management
First Citizens Asset Management
Pegasus Partners
Branch Banking & Trust Company
UBS Group
Compton Wealth Advisory Group
Bp Wealth Management
Commonwealth Equity Services
Jpmorgan Chase & Co
9258 Wealth Management
Bank of America Corporation
Simplicity Wealth

View all funds holding Ishares Tr rus200 val idx