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Ishares Tr rus200 grw idx shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Peninsula 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 7.7k 235.27
2024-09-30 $1.8M 8.0k 222.19

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

View all funds holding Ishares Tr rus200 grw idx