Ishares Tr rus200 val idx shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $455k | 5.6k | 81.27 |
| 2024-06-30 | $391k | 5.2k | 74.82 |
| 2024-03-31 | $340k | 4.5k | 76.32 |
| 2023-12-31 | $2.5M | 36k | 70.17 |
| 2023-09-30 | $1.1M | 17k | 65.37 |
| 2023-06-30 | $301k | 4.5k | 67.44 |
| 2023-03-31 | $333k | 5.1k | 65.10 |
| 2020-06-30 | $96k | 2.0k | 49.05 |
| 2020-03-31 | $82k | 1.9k | 42.16 |
| 2019-09-30 | $105k | 1.9k | 54.86 |
| 2019-06-30 | $103k | 1.9k | 54.18 |
| 2019-03-31 | $99k | 1.9k | 52.41 |
| 2018-12-31 | $90k | 1.9k | 47.90 |
| 2018-09-30 | $100k | 1.9k | 53.91 |
| 2018-06-30 | $94k | 1.8k | 51.00 |
| 2018-03-31 | $91k | 1.8k | 49.38 |
| 2017-12-31 | $96k | 1.8k | 52.37 |
| 2017-09-30 | $91k | 1.8k | 49.92 |
| 2017-06-30 | $88k | 1.8k | 48.83 |
More positions owned by Captrust Financial Advisors
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