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Ishares Tr rus200 val idx shares owned by FSA Advisors

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

Historical chart of FSA Advisors investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by FSA Advisors 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 FSA Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $292k 3.9k 74.82
2024-06-30 $261k 3.4k 76.32
2024-03-31 $261k 3.4k 76.32
2023-12-31 $236k 3.4k 70.17

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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