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Ishares Tr rus200 idx etf shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies investment in Ishares Tr rus200 idx etf

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All positions including Ishares Tr rus200 idx etf held by Maxwell Wealth 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $955k 7.1k 133.95
2024-03-31 $910k 7.1k 127.66

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View all positions for Maxwell Wealth Strategies

Top funds holding Ishares Tr rus200 idx etf

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

View all funds holding Ishares Tr rus200 idx etf