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Ishares Tr rus200 grw idx shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $494k 2.2k 220.04
2024-06-30 $517k 2.4k 214.55
2024-03-31 $341k 1.7k 195.10
2023-12-31 $221k 1.3k 175.22

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View all positions for Beacon Financial Advisory

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Envestnet Asset Management
Pegasus Partners

View all funds holding Ishares Tr rus200 grw idx