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Ishares Tr rus200 idx etf shares owned by Mason & Associates

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Mason & Associates from 13F filings

Historical chart of Mason & Associates 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 Mason & Associates 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 Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 22k 140.44
2024-06-30 $3.0M 22k 133.95
2024-03-31 $741k 5.8k 127.12

More positions owned by Mason & Associates

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)

View all positions for Mason & Associates

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