Ishares Tr rus200 grw idx shares owned by Calton & Associates
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Ishares Tr rus200 grw idx
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All positions including Ishares Tr rus200 grw idx held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 1.1k | 273.62 |
| 2025-06-30 | $295k | 1.2k | 246.54 |
| 2025-03-31 | $239k | 1.1k | 210.91 |
| 2024-12-31 | $277k | 1.2k | 235.26 |
| 2024-06-30 | $252k | 1.2k | 214.54 |
| 2024-03-31 | $229k | 1.2k | 195.17 |
| 2023-12-31 | $319k | 1.8k | 175.23 |
| 2017-12-31 | $142k | 1.9k | 75.76 |