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Ishares Tr rus200 idx etf shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in Ishares Tr rus200 idx etf

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All positions including Ishares Tr rus200 idx etf held by TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 1.5k 166.07
2025-06-30 $222k 1.5k 153.09
2024-12-31 $210k 1.5k 144.68
2024-09-30 $204k 1.5k 140.41

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Top funds holding Ishares Tr rus200 idx etf

Morgan Stanley
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

View all funds holding Ishares Tr rus200 idx etf