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Ishares Tr rus200 val idx shares owned by Pegasus Partners

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

Historical chart of Pegasus Partners investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Pegasus Partners 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 Pegasus Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $52M 684k 76.32
2023-12-31 $45M 637k 70.17
2023-09-30 $18M 280k 65.37
2023-06-30 $2.7M 40k 67.44

More positions owned by Pegasus Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)

View all positions for Pegasus Partners

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