Ishares Tr rus200 val idx shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 175k | 87.88 |
| 2025-06-30 | $14M | 169k | 84.19 |
| 2025-03-31 | $13M | 154k | 82.18 |
| 2024-12-31 | $12M | 149k | 79.03 |
| 2024-09-30 | $12M | 146k | 81.27 |
| 2024-06-30 | $11M | 140k | 74.82 |
| 2024-03-31 | $11M | 139k | 76.32 |
| 2023-12-31 | $9.7M | 138k | 70.17 |
| 2023-09-30 | $8.4M | 128k | 65.37 |
| 2023-06-30 | $8.4M | 124k | 67.44 |
| 2023-03-31 | $7.4M | 113k | 65.10 |
| 2022-12-31 | $3.9M | 60k | 64.97 |
| 2022-09-30 | $2.6M | 46k | 57.70 |
| 2022-06-30 | $2.3M | 37k | 61.79 |
| 2022-03-31 | $1.8M | 26k | 69.64 |
| 2021-12-31 | $2.2M | 32k | 70.08 |
| 2021-09-30 | $586k | 8.9k | 65.67 |
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