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Ishares Tr rus200 idx etf shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $284k 2.1k 137.41
2024-12-31 $268k 1.9k 144.71

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Ishares Tr rus200 idx etf

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
George Kaiser Family Foundation

View all funds holding Ishares Tr rus200 idx etf