Ishares Tr rus200 val idx shares owned by Leo Wealth
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Leo Wealth
from 13F filings
Historical chart of Leo Wealth 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 Leo Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr rus200 val idx by Leo Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $298k | 3.5k | 84.20 |
| 2024-12-31 | $356k | 4.5k | 79.04 |
| 2024-09-30 | $324k | 4.0k | 81.26 |
| 2024-06-30 | $358k | 4.8k | 74.55 |
| 2024-03-31 | $357k | 4.7k | 76.15 |
| 2023-12-31 | $365k | 4.9k | 73.74 |