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Ishares Tr rus200 val idx shares owned by Greykasell Wealth Strategies

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

Historical chart of Greykasell Wealth Strategies 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 Greykasell Wealth Strategies 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 Greykasell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 203 87.88
2025-06-30 $17k 203 84.19
2025-03-31 $17k 203 82.18

More positions owned by Greykasell Wealth Strategies

Ishares Global 100 Etf Etf (IOO)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Gold Shares Etf (GLD)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Greykasell Wealth Strategies

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