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Ishares Tr rus200 val idx shares owned by Mason & Associates

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

Historical chart of Mason & Associates 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 Mason & Associates 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 Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 3.7k 81.27
2024-06-30 $274k 3.7k 74.82

More positions owned by Mason & Associates

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)

View all positions for Mason & Associates

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
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Branch Banking & Trust Company
Bryn Mawr Trust
Principal Securities
Sterling Capital Management
Compton Wealth Advisory Group
Bp Wealth Management

View all funds holding Ishares Tr rus200 val idx