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Ishares Tr rus200 val idx shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3k 68 92.68

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding Ishares Tr rus200 val idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Lido Advisors
Clark Capital Management Group
LPL Financial
First Citizens Asset Management
Bryn Mawr Trust
Richard P Slaughter Associates
Bp Wealth Management
Tiaa Trust, National Association
Ameriprise Financial
UBS Group

View all funds holding Ishares Tr rus200 val idx