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Ishares Tr rus200 val idx shares owned by Family Wealth Group

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

Historical chart of Family Wealth 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 Family Wealth 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 31k 74.82
2024-03-31 $2.4M 32k 76.32
2023-12-31 $2.3M 33k 70.17

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Us Larcp B10 Mar (MART)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Family Wealth Group

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