Ethos Financial Group »

Ishares Tr rus200 grw idx shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group 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 Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 1.5k 219.85
2024-06-30 $7.9M 37k 214.53
2024-03-31 $7.0M 36k 195.09
2023-12-31 $220k 1.3k 174.88
2023-09-30 $219k 1.4k 154.13

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Alpha Architect 1-3 Month Box ETF Etf (BOXX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Vanguard Total World Stock ETF Etf (VT)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Spdr S&p 500 Etf Etf (SPY)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Apple (AAPL)
Energy Select Sector SPDR ETF Etf (XLE)
iShares Russell 1000 Growth ETF Etf (IWF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)

View all positions for Ethos Financial Group

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Bryn Mawr Trust
Envestnet Asset Management

View all funds holding Ishares Tr rus200 grw idx