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Ishares Tr rus200 val idx shares owned by Money Matters Financial

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

Historical chart of Money Matters Financial 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 Money Matters Financial 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 Money Matters Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.2M 78k 105.16

More positions owned by Money Matters Financial

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf (SPTM)
State Street Technology Select Sector Spdr Etf (XLK)
Ishares Core S&p 500 Etf (IVV)
Iwx - Ishares Russell Top 200 Value Etf (IWX)
State Street Consumer Discretionary Select Sector Spdr Etf (XLY)
State Street Industrial Select Sector Spdr Etf (XLI)
Ishares 0-3 Month Treasury Bond Etf (SGOV)
State Street Financial Select Sector Spdr Etf (XLF)
State Street Health Care Select Sector Spdr Etf (XLV)
State Street Spdr Portfolio S&p 500 Growth Etf (SPYG)
State Street Communication Services Select Sector Spdr Etf (XLC)
State Street Spdr Portfolio S&p 500 Value Etf (SPYV)
Ishares Msci Usa Quality Factor Etf (QUAL)
State Street Utilities Select Sector Spdr Etf (XLU)

View all positions for Money Matters Financial

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
Proficio Capital Partners
Clark Capital Management Group
First Citizens Asset Management
Richard P Slaughter Associates
Bryn Mawr Trust
LPL Financial
Bp Wealth Management
Ameriprise Financial
Tiaa Trust, National Association

View all funds holding Ishares Tr rus200 val idx