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Ishares Tr rus200 val idx shares owned by Guerra Advisors

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

Historical chart of Guerra Advisors 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 Guerra 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 Guerra Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $106k 1.2k 87.88

More positions owned by Guerra Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Guerra Advisors

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