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Ishares Tr rus200 grw idx shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth 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 Independent Wealth 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $315k 1.3k 248.84
2025-12-31 $351k 1.3k 276.94

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Spdr Gold Tr Gold Shs (GLD)
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Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Ishares Tr rus200 grw idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Ameriprise Financial
Bank of America Corporation
LPL Financial
Mariner Wealth Advisors
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Boulay Financial Advisors
Advisor Group Holdings
Raymond James Financial
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx