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Ishares Tr rus200 val idx shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by LifeWealth Investments 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 LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 178k 87.88
2025-06-30 $14M 160k 84.19
2025-03-31 $11M 130k 82.18
2024-12-31 $5.9M 74k 79.03