Ishares Tr rus200 val idx shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $357k | 5.1k | 70.17 |
| 2023-09-30 | $328k | 5.0k | 65.38 |
| 2023-06-30 | $338k | 5.0k | 67.45 |
| 2023-03-31 | $325k | 5.0k | 65.10 |
| 2022-12-31 | $323k | 5.0k | 64.97 |
| 2022-09-30 | $285k | 4.9k | 57.68 |
| 2022-06-30 | $303k | 4.9k | 61.75 |
| 2022-03-31 | $326k | 4.7k | 69.75 |
| 2021-12-31 | $305k | 4.4k | 70.11 |