Warren Averett Asset Management »

Ishares Tr rus200 idx etf shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 30k 166.10
2025-06-30 $4.2M 27k 153.12
2025-03-31 $3.3M 24k 137.41
2024-12-31 $3.4M 24k 144.71

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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