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Ishares Tr rus200 grw idx shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 1.7k 273.59
2025-06-30 $410k 1.7k 246.52
2025-03-31 $350k 1.7k 210.99
2024-12-31 $390k 1.7k 235.20

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View all positions for Comprehensive Financial Planning

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
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Branch Banking & Trust Company
Boulay Financial Advisors
Advisor Group Holdings
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx