Ishares Tr rus200 val idx shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $558k | 6.6k | 84.20 |
| 2025-03-31 | $702k | 8.5k | 82.18 |
| 2024-12-31 | $313k | 4.0k | 79.04 |
| 2024-09-30 | $535k | 6.6k | 81.26 |
| 2024-06-30 | $1.0M | 14k | 74.82 |
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