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Ishares Tr rus200 grw idx shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $556k 2.0k 273.64
2025-06-30 $473k 1.9k 246.47
2025-03-31 $299k 1.4k 211.00
2024-12-31 $213k 906 235.38