Ishares Tr rus200 val idx shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 31k | 70.17 |
| 2023-09-30 | $2.3M | 35k | 65.37 |
| 2023-06-30 | $2.6M | 38k | 67.44 |
| 2023-03-31 | $2.6M | 40k | 65.10 |
| 2022-12-31 | $2.8M | 44k | 64.97 |
| 2022-09-30 | $2.5M | 44k | 57.69 |
| 2022-06-30 | $3.5M | 57k | 61.77 |
| 2022-03-31 | $6.3M | 91k | 69.65 |
| 2021-12-31 | $7.5M | 106k | 70.07 |
| 2021-09-30 | $7.7M | 117k | 65.65 |
| 2021-06-30 | $9.2M | 139k | 66.44 |
| 2021-03-31 | $9.1M | 143k | 63.69 |
| 2020-12-31 | $8.4M | 145k | 57.90 |
| 2020-09-30 | $7.6M | 149k | 51.07 |
| 2020-06-30 | $6.3M | 129k | 48.83 |
| 2020-03-31 | $5.4M | 122k | 44.11 |
| 2019-12-31 | $6.9M | 117k | 58.51 |
| 2019-09-30 | $6.8M | 124k | 54.77 |
| 2019-06-30 | $6.6M | 122k | 54.04 |
| 2019-03-31 | $6.2M | 117k | 52.56 |
| 2018-12-31 | $5.4M | 112k | 47.80 |
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