Ishares Tr rus200 val idx shares owned by SMART Wealth
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 8.3k | 87.88 |
| 2025-06-30 | $567k | 6.7k | 84.19 |
| 2025-03-31 | $556k | 6.8k | 82.18 |
| 2024-12-31 | $513k | 6.5k | 79.03 |
| 2024-09-30 | $360k | 4.4k | 81.27 |
| 2023-03-31 | $232k | 3.6k | 65.10 |
| 2022-12-31 | $303k | 4.7k | 64.97 |