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Ishares Tr rus200 val idx shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management 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 Lord & Richards Wealth Management 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $732k 8.9k 82.18
2024-12-31 $779k 9.9k 79.03

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Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx