Ishares Tr rus200 val idx shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 20k | 70.17 |
| 2023-09-30 | $1.4M | 21k | 65.37 |
| 2023-06-30 | $1.5M | 23k | 67.44 |
| 2023-03-31 | $1.2M | 18k | 65.10 |
| 2022-12-31 | $1.9M | 30k | 64.98 |
| 2022-09-30 | $1.1M | 19k | 57.71 |
| 2022-06-30 | $1.1M | 18k | 61.79 |
| 2022-03-31 | $907k | 13k | 69.65 |
| 2021-12-31 | $891k | 13k | 70.08 |
| 2021-09-30 | $869k | 13k | 65.63 |
| 2021-06-30 | $887k | 13k | 66.41 |
| 2021-03-31 | $909k | 14k | 63.71 |
| 2020-12-31 | $916k | 16k | 57.89 |
| 2020-09-30 | $877k | 17k | 51.10 |
| 2020-06-30 | $1.2M | 25k | 48.85 |
| 2020-03-31 | $946k | 22k | 44.10 |
| 2019-12-31 | $548k | 9.4k | 58.50 |
| 2019-09-30 | $518k | 9.5k | 54.73 |
| 2019-06-30 | $406k | 7.4k | 54.78 |
| 2019-03-31 | $397k | 7.4k | 53.92 |
| 2018-12-31 | $387k | 7.7k | 50.44 |
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