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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
2024-09-30 $1.0M 7.1k 141.29
2024-06-30 $955k 7.1k 133.95
2024-03-31 $910k 7.1k 127.66

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Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
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Visa Com Cl A (V)

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
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