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Ishares Tr rus200 val idx shares owned by Family Asset Management

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

Historical chart of Family Asset 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 Family Asset 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $71k 871 81.27
2024-06-30 $65k 871 74.82

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Msci Euro (IEUR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Family Asset Management

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
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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