Optivise Advisory Services »

Ishares Tr rus200 idx etf shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 11k 140.44
2024-06-30 $1.5M 11k 133.95

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

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