Ishares Tr rus200 val idx shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth 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 Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr rus200 val idx by Compton Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 240k | 81.27 |
| 2024-06-30 | $19M | 252k | 74.82 |
| 2024-03-31 | $19M | 251k | 76.32 |
| 2023-12-31 | $18M | 249k | 70.17 |
| 2023-09-30 | $15M | 224k | 65.37 |
| 2023-06-30 | $14M | 200k | 67.44 |
| 2023-03-31 | $13M | 198k | 65.10 |
| 2022-12-31 | $12M | 187k | 64.97 |
| 2022-09-30 | $10M | 180k | 57.71 |
| 2022-06-30 | $11M | 185k | 61.78 |
| 2022-03-31 | $13M | 189k | 69.65 |
| 2021-12-31 | $13M | 180k | 70.07 |
| 2021-09-30 | $11M | 167k | 65.65 |
| 2021-06-30 | $9.5M | 144k | 66.44 |
| 2021-03-31 | $8.9M | 140k | 63.70 |
| 2020-12-31 | $8.1M | 141k | 57.90 |
| 2020-09-30 | $6.5M | 128k | 51.07 |
| 2020-06-30 | $659k | 14k | 48.86 |
More positions owned by Compton Wealth Advisory Group
View all positions for Compton Wealth Advisory Group