Ishares Tr rus200 val idx shares owned by Waldron
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 17k | 87.88 |
| 2025-06-30 | $1.5M | 17k | 84.19 |
| 2025-03-31 | $1.4M | 17k | 82.18 |
| 2024-12-31 | $1.4M | 17k | 79.03 |
| 2024-09-30 | $1.4M | 17k | 81.27 |
| 2024-06-30 | $1.3M | 17k | 74.82 |
| 2024-03-31 | $1.3M | 17k | 76.32 |
| 2023-12-31 | $1.2M | 17k | 70.17 |
| 2023-09-30 | $1.1M | 17k | 65.80 |
| 2023-06-30 | $1.2M | 17k | 67.44 |
| 2023-03-31 | $1.1M | 17k | 65.10 |
| 2022-12-31 | $998k | 17k | 57.66 |
| 2022-09-30 | $998k | 17k | 57.66 |
| 2022-06-30 | $1.1M | 17k | 61.76 |
| 2022-03-31 | $1.2M | 18k | 69.63 |
| 2021-12-31 | $1.4M | 20k | 70.03 |
| 2021-09-30 | $1.1M | 16k | 65.60 |