D. J. St. Germain »

Ishares Tr rus200 val idx shares owned by D. J. St. Germain

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by D. J. St. Germain from 13F filings

Historical chart of D. J. St. Germain investment in Ishares Tr rus200 val idx

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Quarterly reported holdings in Ishares Tr rus200 val idx by D. J. St. Germain

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 294 70.17
2023-09-30 $19k 294 65.37
2023-06-30 $20k 294 67.44

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Jpmorgan Diversified Return U.s. Equity Etf Etf (JPUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
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Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Microsoft Corp Stock (MSFT)
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Procter And Gamble Stock (PG)
Johnson & Johnson Stock (JNJ)
Ishares Mbs Etf Etf (MBB)

View all positions for D. J. St. Germain

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