AdvisorNet Financial »

Ishares Tr rus200 val idx shares owned by AdvisorNet Financial

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by AdvisorNet Financial from 13F filings

Historical chart of AdvisorNet Financial investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by AdvisorNet Financial 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 val idx by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $171k 1.9k 87.87
2025-06-30 $158k 1.9k 84.20
2025-03-31 $122k 1.5k 82.18

More positions owned by AdvisorNet Financial

Ishares S&p 500 Index Etf (IVV)
Dimensional Us Core Equity Market Etf Etf (DFAU)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Stock (MSFT)
Capital Group International Focus Equity Etf Etf (CGXU)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Gold Etf Etf (GLD)

View all positions for AdvisorNet Financial

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx