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Ishares Tr rus200 idx etf shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors 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 Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 7.3k 160.48

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View all positions for Summit Trail Advisors

Top funds holding Ishares Tr rus200 idx etf

Morgan Stanley
Bank of America Corporation
Gilbert & Cook
Tompkins Financial Corp
Richmond Investment Services
LPL Financial
Lido Advisors
Ameriprise Financial
Commerce Bank N A
FreeGulliver
Reliant Wealth Planning
Heck Capital Advisors
Searcy Financial Services
Royal Bank of Canada
Prescott Group Capital Management

View all funds holding Ishares Tr rus200 idx etf