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Ishares Tr rus200 grw idx shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors 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 Fortis Capital Advisors 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 Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 13k 276.94
2025-09-30 $3.8M 14k 273.67
2025-06-30 $3.5M 14k 246.53
2025-03-31 $1.7M 8.2k 210.96

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Apple (AAPL)
Microsoft Corporation (MSFT)
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Ishares Tr Etf (IVV)
Ishares Tr Etf (IJR)
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Amazon (AMZN)
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View all positions for Fortis Capital Advisors

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

View all funds holding Ishares Tr rus200 grw idx