Ishares Tr rus200 val idx shares owned by MBL Wealth
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 5.0k | 87.88 |
| 2025-06-30 | $547k | 6.5k | 84.19 |
| 2025-03-31 | $657k | 8.0k | 82.18 |
| 2024-12-31 | $664k | 8.4k | 79.03 |
| 2024-09-30 | $683k | 8.4k | 81.27 |
| 2024-06-30 | $629k | 8.4k | 74.82 |
| 2024-03-31 | $641k | 8.4k | 76.32 |
| 2023-12-31 | $639k | 9.1k | 70.17 |
| 2023-09-30 | $603k | 9.2k | 65.37 |
| 2023-06-30 | $614k | 9.1k | 67.44 |