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Ishares Tr rus200 val idx shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 17k 70.14
2023-09-30 $1.1M 17k 65.75
2023-06-30 $1.2M 17k 67.43
2023-03-31 $1.1M 17k 65.06
2022-12-31 $998k 17k 57.66
2022-09-30 $998k 17k 57.66
2022-06-30 $1.1M 17k 61.76
2022-03-31 $1.2M 18k 69.63
2021-12-31 $1.4M 20k 70.03
2021-09-30 $1.1M 16k 65.60