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Ishares Tr rus200 val idx shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $873k 13k 65.37
2023-06-30 $495M 7.3M 67.44
2023-03-31 $395M 6.1M 65.10
2022-12-31 $287M 4.4M 64.97
2022-09-30 $274M 4.7M 57.71
2022-06-30 $368M 6.0M 61.78
2022-03-31 $312M 4.5M 69.65
2021-12-31 $318M 4.5M 70.07
2021-09-30 $327M 5.0M 65.65
2021-06-30 $319M 4.8M 66.44
2021-03-31 $349M 5.5M 63.69
2020-12-31 $310M 5.4M 57.90
2020-09-30 $154M 3.0M 51.07
2020-06-30 $74M 1.5M 48.83
2020-03-31 $630k 14k 44.08
2019-12-31 $642k 11k 58.47
2019-09-30 $493k 9.0k 54.75
2018-06-30 $166k 3.3k 50.70
2018-03-31 $165k 3.3k 50.40
2017-12-31 $171k 3.3k 52.23
2017-09-30 $149k 3.0k 49.73
2017-06-30 $151k 3.1k 48.65
2017-03-31 $144k 3.0k 48.06
2016-12-31 $141k 3.0k 47.06
2016-06-30 $120k 2.8k 43.31
2016-03-31 $119k 2.9k 41.52
2015-12-31 $120k 2.9k 41.87
2015-09-30 $112k 2.9k 39.11
2015-06-30 $1.3M 30k 43.68
2015-03-31 $1.5M 36k 43.19
2014-12-31 $1.8M 41k 44.52
2014-09-30 $1.7M 40k 42.74
2014-06-30 $3.0k 78 38.46
2014-03-31 $3.0k 78 38.46
2013-12-31 $3.0k 78 38.46
2013-09-30 $4.0k 117 34.19

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset 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