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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $229k 1.2k 195.17
2023-12-31 $319k 1.8k 175.23
2017-12-31 $142k 1.9k 75.76

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Microsoft Corporation (MSFT)

View all positions for Calton & Associates

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
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
Pegasus Partners
Intelligence Driven Advisers

View all funds holding Ishares Tr rus200 grw idx