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Ishares Tr rus200 grw idx shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $797k 4.1k 195.10
2023-12-31 $662k 3.8k 175.22
2023-09-30 $447k 2.9k 153.83
2023-06-30 $378k 2.4k 158.56

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View all positions for Sovereign Financial Group

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commonwealth Equity Services
AE Wealth Management
Bank of America Corporation
Baystate Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
First Citizens Asset Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Union Bankshares
Pegasus Partners
Intelligence Driven Advisers

View all funds holding Ishares Tr rus200 grw idx