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Ishares Tr rus200 grw idx shares owned by BMS Financial Advisors

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

Historical chart of BMS Financial Advisors investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by BMS Financial Advisors 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $3.9M 24k 158.56
2023-03-31 $6.4M 46k 138.93

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Commonwealth Equity Services
AE Wealth Management
Bank of America Corporation
Advisor Group Holdings
Baystate Wealth Management
Branch Banking & Trust Company
First Citizens Asset Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Union Bankshares
SOA Wealth Advisors
UBS Group

View all funds holding Ishares Tr rus200 grw idx