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Ishares Tr rus200 val idx shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors 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 SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 56k 76.32
2023-12-31 $4.0M 57k 70.17
2023-09-30 $1.9M 29k 65.37
2023-06-30 $625k 9.3k 67.44

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Amazon Stock (AMZN)
Ishares Select Dividend Etf Etf (DVY)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for SOA Wealth Advisors

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