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Ishares Tr rus200 val idx shares owned by Hrt Financial

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

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $551k 6.0k 91.70
2025-06-30 $666k 7.9k 84.07

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Apple Put
NVIDIA Corporation (NVDA)
Meta Platforms Call
Wal-Mart Stores (WMT)
Meta Platforms Put
Nvidia Corporation Put
Amazon (AMZN)
Apple Call
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

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
Lido Advisors
LPL Financial
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
Ameriprise Financial
Richard P Slaughter Associates
CLS Investments
UBS Group
JSF Financial

View all funds holding Ishares Tr rus200 val idx