Ishares Tr rus200 val idx shares owned by Horst & Graben Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Horst & Graben Wealth Management
from 13F filings
Historical chart of Horst & Graben Wealth Management investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Horst & Graben Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 117k | 87.88 |
| 2025-06-30 | $9.9M | 118k | 84.19 |
| 2025-03-31 | $9.8M | 119k | 82.18 |
| 2024-12-31 | $10M | 128k | 79.03 |
| 2024-09-30 | $10M | 126k | 81.27 |
| 2024-06-30 | $12M | 156k | 74.82 |
| 2024-03-31 | $13M | 167k | 76.32 |
| 2023-12-31 | $14M | 200k | 70.17 |
| 2023-09-30 | $12M | 185k | 65.37 |
| 2023-06-30 | $13M | 187k | 67.44 |
| 2023-03-31 | $13M | 199k | 65.10 |
| 2022-12-31 | $15M | 238k | 64.97 |
| 2022-09-30 | $14M | 246k | 57.71 |
| 2022-06-30 | $16M | 257k | 61.78 |
| 2022-03-31 | $18M | 263k | 69.65 |
| 2021-12-31 | $21M | 300k | 70.07 |
| 2021-09-30 | $21M | 326k | 65.65 |
| 2021-06-30 | $22M | 337k | 66.44 |
| 2021-03-31 | $31M | 485k | 63.69 |
| 2020-12-31 | $34M | 582k | 57.90 |
| 2020-09-30 | $33M | 654k | 51.07 |
| 2020-06-30 | $39M | 793k | 48.83 |
| 2020-03-31 | $35M | 783k | 44.11 |
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