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Ishares Tr rus200 grw idx shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 5.0k 214.52
2024-03-31 $976k 5.0k 195.10
2023-12-31 $929k 5.3k 175.22
2023-09-30 $825k 5.4k 153.83
2023-06-30 $840k 5.3k 158.56

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Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
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Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
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Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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