Ishares Tr rus200 val idx shares owned by Ballast Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors 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 Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr rus200 val idx by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 3.6k | 87.88 |
| 2025-06-30 | $304k | 3.6k | 84.19 |
| 2025-03-31 | $296k | 3.6k | 82.18 |
| 2024-12-31 | $285k | 3.6k | 79.03 |
| 2024-09-30 | $293k | 3.6k | 81.27 |
| 2024-06-30 | $270k | 3.6k | 74.82 |
| 2024-03-31 | $275k | 3.6k | 76.32 |
| 2023-12-31 | $253k | 3.6k | 70.17 |
| 2023-09-30 | $236k | 3.6k | 65.37 |
| 2023-06-30 | $243k | 3.6k | 67.44 |
| 2023-03-31 | $235k | 3.6k | 65.10 |
| 2022-12-31 | $217k | 3.3k | 64.97 |
| 2022-09-30 | $193k | 3.3k | 57.82 |
| 2022-06-30 | $206k | 3.3k | 61.71 |
| 2022-03-31 | $232k | 3.3k | 69.50 |
| 2021-12-31 | $234k | 3.3k | 70.10 |
| 2021-09-30 | $219k | 3.3k | 65.61 |
| 2021-06-30 | $111k | 1.7k | 66.35 |
| 2021-03-31 | $213k | 3.3k | 63.81 |
| 2020-12-31 | $193k | 3.3k | 57.82 |
| 2020-09-30 | $170k | 3.3k | 50.93 |
| 2020-06-30 | $163k | 3.3k | 48.83 |
| 2020-03-31 | $147k | 3.3k | 44.04 |
| 2019-12-31 | $195k | 3.3k | 58.42 |