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Ishares Tr rus200 val idx shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $420k 4.5k 92.67
2025-12-31 $417k 4.5k 91.86
2025-09-30 $399k 4.5k 87.88

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Ishares Tr rus200 val idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Lido Advisors
Clark Capital Management Group
LPL Financial
First Citizens Asset Management
Bryn Mawr Trust
Richard P Slaughter Associates
Bp Wealth Management
Tiaa Trust, National Association
Ameriprise Financial
UBS Group

View all funds holding Ishares Tr rus200 val idx