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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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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
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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Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
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Ishares Tr S&p 500 Grwt Etf (IVW)
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
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Branch Banking & Trust Company
Bryn Mawr Trust
Principal Securities
Sterling Capital Management
Compton Wealth Advisory Group
Bp Wealth Management

View all funds holding Ishares Tr rus200 val idx