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Ishares Tr rus200 val idx shares owned by Centerpoint Advisory Group

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

Historical chart of Centerpoint Advisory 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 Centerpoint Advisory 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 Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 15k 87.88
2025-06-30 $874k 10k 84.19
2025-03-31 $674k 8.2k 82.18

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View all positions for Centerpoint Advisory Group

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