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Ishares Tr rus200 idx etf shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 112k 119.66
2023-09-30 $13M 130k 103.37
2023-06-30 $14M 132k 106.64
2023-03-31 $13M 136k 97.31
2022-12-31 $12M 137k 89.97

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Ishares Tr rus200 idx etf

Tompkins Financial Corp
Gilbert & Cook
Bank of America Corporation
McKinley Carter Wealth Services
Dohj
Pegasus Partners
Jpmorgan Chase & Co
Cambridge Investment Research Advisors
SageView Advisory Group
Royal Bank of Canada
KM Capital Management
First Citizens Bank & Trust
Woodard & Co Asset Management Group
Envestnet Portfolio Solutions
WFA Asset Management Corp

View all funds holding Ishares Tr rus200 idx etf