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Ishares Tr rus200 grw idx shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $326k 1.7k 195.08
2023-12-31 $292k 1.7k 175.19
2023-09-30 $255k 1.7k 153.81
2023-06-30 $263k 1.7k 158.54
2023-03-31 $230k 1.7k 138.95

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Ishares Tr rus200 grw idx

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

View all funds holding Ishares Tr rus200 grw idx