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Ishares Tr rus200 val idx shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by Janney Montgomery Scott 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 Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 3.4k 70.06
2023-09-30 $229k 3.5k 65.50
2022-03-31 $210k 3.0k 69.65
2021-12-31 $211k 3.0k 69.98
2021-06-30 $200k 3.0k 66.34

More positions owned by Janney Montgomery Scott

Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Vngrd Ftse All World Etf ETF/Closed End (VEU)
Inv Qqq Etf ETF/Closed End (QQQ)
Select Commn Svc Sel Etf ETF/Closed End (XLC)
Vngrd Ftse Pacific Etf ETF/Closed End (VPL)
Jpmorgan Chase Common Stock (JPM)
Cons Stpls Sel Spdr Etf ETF/Closed End (XLP)
Ishs Core Ttl Usd Bd Etf ETF/Closed End- (IUSB)
Ishs 20 Trsy Etf ETF/Closed End- (TLT)
Spdr Sp 500 Etf ETF/Closed End (SPY)

View all positions for Janney Montgomery Scott

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