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Ishares Tr rus200 grw idx shares owned by TruWealth Advisors

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $510k 2.6k 195.11
2023-12-31 $415k 2.4k 175.22
2023-09-30 $338k 2.2k 153.83
2023-06-30 $309k 1.9k 158.56
2023-03-31 $271k 1.9k 138.93

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View all positions for TruWealth Advisors

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commonwealth Equity Services
LPL Financial
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

View all funds holding Ishares Tr rus200 grw idx