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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.7M | 30k | 87.88 |
| 2025-06-30 | $2.4M | 28k | 84.19 |
| 2025-03-31 | $2.4M | 29k | 82.18 |
| 2024-12-31 | $2.4M | 31k | 79.03 |
| 2024-09-30 | $2.5M | 31k | 81.27 |
| 2024-06-30 | $2.3M | 31k | 74.82 |
| 2024-03-31 | $2.5M | 33k | 76.32 |
| 2023-12-31 | $2.3M | 33k | 70.17 |