Paul Damon & Associates »

Ishares Tr rus200 grw idx shares owned by Paul Damon & Associates

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Paul Damon & Associates from 13F filings

Historical chart of Paul Damon & Associates 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 Paul Damon & Associates 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 Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 60k 175.22
2023-09-30 $9.7M 63k 153.83
2023-06-30 $10M 63k 158.56
2023-03-31 $8.5M 61k 138.93
2022-12-31 $3.5M 29k 120.53

More positions owned by Paul Damon & Associates

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Microsoft Corporation (MSFT)

View all positions for Paul Damon & Associates

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Commonwealth Equity Services
AE Wealth Management
Bank of America Corporation
Advisor Group Holdings
Baystate Wealth Management
Branch Banking & Trust Company
First Citizens Asset Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Union Bankshares
SOA Wealth Advisors
UBS Group

View all funds holding Ishares Tr rus200 grw idx