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Ishares Tr rus200 val idx shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors 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 Sanctuary Advisors 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 104k 84.27
2024-06-30 $8.1M 109k 74.12

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
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Eli Lilly & Co. (LLY)
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Exxon Mobil Corporation (XOM)
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Meta Platforms Cl A (META)
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View all positions for Sanctuary Advisors

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
Envestnet Asset Management
First Citizens Bank & Trust
Clark Capital Management Group
AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Cetera Investment Advisers
Ameriprise Financial
Bryn Mawr Trust
Principal Securities
UBS Group

View all funds holding Ishares Tr rus200 val idx