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Ishares Tr rus200 val idx shares owned by Compton Wealth Advisory Group

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

Historical chart of Compton Wealth Advisory Group 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 Compton Wealth Advisory Group 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 Compton Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 251k 76.32
2023-12-31 $18M 249k 70.17
2023-09-30 $15M 224k 65.37
2023-06-30 $14M 200k 67.44
2023-03-31 $13M 198k 65.10
2022-12-31 $12M 187k 64.97
2022-09-30 $10M 180k 57.71
2022-06-30 $11M 185k 61.78
2022-03-31 $13M 189k 69.65
2021-12-31 $13M 180k 70.07
2021-09-30 $11M 167k 65.65
2021-06-30 $9.5M 144k 66.44
2021-03-31 $8.9M 140k 63.70
2020-12-31 $8.1M 141k 57.90
2020-09-30 $6.5M 128k 51.07
2020-06-30 $659k 14k 48.86