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Ishares Tr rus200 val idx shares owned by Veridan Wealth

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

Historical chart of Veridan 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 Veridan 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 Veridan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 66k 87.88
2024-06-30 $5.5M 65k 84.19

More positions owned by Veridan Wealth

Mr Cooper Group
Wells Fargo & Company (WFC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard World Mega Cap Val Etf (MGV)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Msci Intl Moment (IMTM)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Veridan Wealth

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
Compton Wealth Advisory Group

View all funds holding Ishares Tr rus200 val idx