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Ishares Tr rus200 grw idx shares owned by Novak Financial Planning

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Novak Financial Planning from 13F filings

Historical chart of Novak Financial Planning investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Novak Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $3.9M 26k 150.61
2021-03-31 $3.3M 25k 134.56
2020-12-31 $3.2M 24k 133.02

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
Ameriprise Financial
Commonwealth Equity Services
LPL Financial
Bank of America Corporation
Morgan Stanley
Clark Capital Management Group
Mariner Wealth Advisors
Branch Banking & Trust Company
Baystate Wealth Management
AE Wealth Management
Advisor Group Holdings

View all funds holding Ishares Tr rus200 grw idx