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Ishares Tr rus200 val idx shares owned by Brophy Wealth Management

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

Historical chart of Brophy Wealth Management 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 Brophy 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 Brophy Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 3.0k 81.27

More positions owned by Brophy Wealth Management

Vanguard World Mega Grwth Ind (MGK)
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Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
NVIDIA Corporation (NVDA)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)

View all positions for Brophy Wealth Management

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
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