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Ishares Tr rus200 val idx shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $365k 4.9k 73.74

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

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