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Ishares Tr rus200 val idx shares owned by Bp Wealth Management

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

Historical chart of Bp 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 Bp 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 Bp Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 246k 70.17
2023-09-30 $761k 12k 65.37

More positions owned by Bp Wealth Management

Applovin Corp Class A (APP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p500 Etf Trust Trust Un Etf (SPY)
iShares Short Treasury Bond Etf (SHV)
10x Genomics Inc Cl A (TXG)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Vanguard Index Funds S&p 500 E Etf (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct Etf (QUAL)
iShares Core S&P Total U.S. St Etf (ITOT)

View all positions for Bp 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