Comprehensive Financial Planning »

Ishares Tr rus200 idx etf shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 idx etf by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $113k 682 166.03
2025-06-30 $104k 680 153.14
2025-03-31 $91k 660 137.50
2024-12-31 $95k 659 144.66

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
Apple (AAPL)
Facebook Inc cl a (META)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Uie (VOO)
Invsc S P 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Ishares S&p 500 Growth Etf Uie (IVW)
Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

Top funds holding Ishares Tr rus200 idx etf

Morgan Stanley
Tompkins Financial Corp
Gilbert & Cook
Richmond Investment Services
Ameriprise Financial
Lido Advisors
LPL Financial
FreeGulliver
Heck Capital Advisors
Reliant Wealth Planning
Searcy Financial Services
Jpmorgan Chase & Co
Royal Bank of Canada
McKinley Carter Wealth Services
Prescott Group Capital Management

View all funds holding Ishares Tr rus200 idx etf