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Ishares Tr rus200 val idx shares owned by Kingdom Financial Group

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Kingdom Financial Group from 13F filings

Historical chart of Kingdom Financial Group investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by Kingdom Financial Group 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 Kingdom Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 98k 70.17
2023-09-30 $6.7M 102k 65.37
2023-06-30 $6.9M 103k 67.44

More positions owned by Kingdom Financial Group

Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Kingdom Financial Group

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