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Ishares Tr rus200 val idx shares owned by CFS Investment Advisory Services

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

Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 16k 81.30
2024-06-30 $1.1M 15k 74.85
2023-06-30 $1.3M 19k 67.42

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for CFS Investment Advisory Services

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