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Ishares Tr rus200 idx etf shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Ishares Tr rus200 idx etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 idx etf held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 idx etf by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 25k 133.97
2024-03-31 $3.2M 26k 127.12
2023-09-30 $2.2M 21k 103.37
2023-06-30 $2.1M 20k 106.64
2023-03-31 $478k 4.9k 97.31
2022-12-31 $1.4M 15k 89.98

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Powershares Actively Managed S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Asset Allocation Strategies

Top funds holding Ishares Tr rus200 idx etf

Tompkins Financial Corp
Morgan Stanley
Gilbert & Cook
Bank of America Corporation
McKinley Carter Wealth Services
LPL Financial
Pegasus Partners
Dohj
Jpmorgan Chase & Co
FreeGulliver
Cambridge Investment Research Advisors
Equitable Holdings
Royal Bank of Canada
KM Capital Management
Woodard & Co Asset Management Group

View all funds holding Ishares Tr rus200 idx etf