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Ishares Tr rus200 val idx shares owned by Decker Retirement Planning

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Decker Retirement Planning from 13F filings

Historical chart of Decker Retirement Planning 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 Decker Retirement Planning 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 Decker Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $998k 11k 87.88
2025-06-30 $787k 9.4k 84.19
2025-03-31 $779k 9.5k 82.18
2024-12-31 $614k 7.8k 79.03

More positions owned by Decker Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Palantir Technologies Cl A (PLTR)
Applovin Corp Com Cl A (APP)
Coinbase Global Com Cl A (COIN)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Msci Usa Etf (USXF)
Spdr Series Trust S&p Metals Mng (XME)
Vaneck Etf Trust Semiconductr Etf (SMH)
Advanced Micro Devices (AMD)
Primoris Services (PRIM)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Composecure Com Cl A (CMPO)
Biosante Pharmaceuticals (ANIP)

View all positions for Decker Retirement Planning

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