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Ishares Tr rus200 grw idx shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 8.4k 235.28
2024-09-30 $2.0M 9.0k 220.05
2024-06-30 $3.7M 17k 214.52

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
Ameriprise Financial
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Mariner Wealth Advisors
Morgan Stanley
Clark Capital Management Group
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx