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Ishares Tr rus200 val idx shares owned by Yoder Wealth Management

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

Historical chart of Yoder Wealth Management 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 Yoder Wealth Management 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 Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 3.7k 76.32
2023-12-31 $263k 3.7k 70.17

More positions owned by Yoder Wealth Management

Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Airbnb Com Cl A (ABNB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Block Cl A (SQ)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Yoder Wealth Management

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