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Ishares Tr rus200 val idx shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial Group 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 Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $639k 7.9k 81.27

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Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Atomi Financial Group

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
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AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Branch Banking & Trust Company
Bryn Mawr Trust
Principal Securities
Sterling Capital Management
Compton Wealth Advisory Group
Bp Wealth Management

View all funds holding Ishares Tr rus200 val idx