Ishares Tr rus200 val idx shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Ishares Tr rus200 val idx
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All positions including Ishares Tr rus200 val idx held by Bp Wealth Management 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 Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $57M | 718k | 79.03 |
| 2024-09-30 | $19M | 238k | 81.27 |
| 2024-06-30 | $43M | 579k | 74.82 |
| 2024-03-31 | $37M | 482k | 76.32 |
| 2023-12-31 | $17M | 246k | 70.17 |
| 2023-09-30 | $761k | 12k | 65.37 |