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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by SMART Wealth 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $360k 4.4k 81.27
2023-03-31 $232k 3.6k 65.10
2022-12-31 $303k 4.7k 64.97

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Innovator Etfs Trust Innovator Us Eq (EALT)
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Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
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Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

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