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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

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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
2025-09-30 $1.5M 18k 87.88
2025-06-30 $1.0M 12k 84.19
2025-03-31 $1.3M 16k 82.18
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

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx