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Ishares Tr rus200 grw idx shares owned by Bouvel Investment Partners

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Bouvel Investment Partners from 13F filings

Historical chart of Bouvel Investment Partners 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 Bouvel Investment Partners 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 Bouvel Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.2M 23k 276.94
2025-09-30 $6.2M 23k 273.65
2025-06-30 $5.8M 23k 246.51

More positions owned by Bouvel Investment Partners

Pimco Etf Tr Active Bd Etf (BOND)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Broadcom (AVGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Intuitive Surgical Com New (ISRG)
Ge Aerospace Com New (GE)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
International Business Machines (IBM)
Intuit (INTU)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Bouvel Investment Partners

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Boulay Financial Advisors
Advisor Group Holdings
Branch Banking & Trust Company
Union Bankshares
Raymond James Financial

View all funds holding Ishares Tr rus200 grw idx