Ishares Tr rus200 val idx shares owned by Gradient Investments
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $34k | 439 | 76.32 |
| 2023-12-31 | $31k | 439 | 70.17 |
| 2023-09-30 | $29k | 439 | 65.37 |
| 2023-06-30 | $53k | 778 | 67.44 |
| 2023-03-31 | $51k | 778 | 65.10 |
| 2022-12-31 | $375k | 5.8k | 64.97 |
| 2022-09-30 | $52k | 903 | 57.59 |
| 2022-06-30 | $56k | 903 | 62.02 |
| 2022-03-31 | $63k | 903 | 69.77 |
| 2021-12-31 | $110k | 1.6k | 69.97 |
| 2021-09-30 | $75k | 1.1k | 65.56 |
| 2021-06-30 | $83k | 1.3k | 66.29 |
| 2021-03-31 | $58k | 913 | 63.53 |
| 2020-12-31 | $47k | 913 | 51.48 |
| 2020-09-30 | $47k | 913 | 51.48 |
| 2020-06-30 | $28k | 564 | 49.65 |
| 2020-03-31 | $27k | 621 | 43.48 |
| 2019-12-31 | $33k | 564 | 58.51 |
| 2019-09-30 | $24k | 439 | 54.67 |