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Ishares Tr rus200 val idx shares owned by Transce3nd

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd 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 Transce3nd 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 Transce3nd

Quarter filed Position value Share count Share price at filing
2025-06-30 $863k 10k 84.19
2025-03-31 $763k 9.3k 82.18
2024-12-31 $624k 7.9k 79.03

More positions owned by Transce3nd

Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx