BLB^B Advisors »

Ishares Tr rus200 val idx shares owned by BLB^B Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by BLB^B Advisors from 13F filings

Historical chart of BLB^B 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 BLB^B Advisors 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 BLB^B Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.4k 87.88
2025-06-30 $201k 2.4k 84.19

More positions owned by BLB^B Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Bloomberg High Y (JNK)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
JPMorgan Chase & Co. (JPM)

View all positions for BLB^B Advisors

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