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Ishares Tr rus200 val idx shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset Management investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 208k 87.88
2025-06-30 $17M 203k 84.19
2025-03-31 $17M 204k 82.18
2024-12-31 $16M 202k 79.03

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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