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Ishares Tr rus200 val idx shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 19k 81.27
2020-06-30 $85k 1.7k 49.05

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Top funds holding Ishares Tr rus200 val idx

Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Bryn Mawr Trust
Principal Securities
Compton Wealth Advisory Group
Sterling Capital Management
Bp Wealth Management
Commonwealth Equity Services
Bank of America Corporation

View all funds holding Ishares Tr rus200 val idx