Ishares Tr rus200 val idx shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 94k | 87.88 |
| 2025-06-30 | $16M | 184k | 84.19 |
| 2025-03-31 | $8.1M | 99k | 82.18 |
| 2024-12-31 | $943k | 12k | 79.03 |
| 2024-09-30 | $7.9M | 98k | 81.27 |
| 2024-06-30 | $7.5M | 100k | 74.82 |
| 2024-03-31 | $14M | 181k | 76.32 |
| 2023-12-31 | $12M | 168k | 70.17 |
| 2023-09-30 | $12M | 177k | 65.37 |
| 2023-06-30 | $12M | 175k | 67.44 |
| 2023-03-31 | $12M | 180k | 65.10 |
| 2022-12-31 | $9.0M | 138k | 64.97 |
| 2022-09-30 | $246k | 4.3k | 57.65 |