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Ishares Tr rus200 grw idx shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 35k 273.65
2025-06-30 $8.2M 33k 246.51
2025-03-31 $201k 953 210.84
2024-12-31 $6.8M 29k 235.27
2024-09-30 $5.7M 26k 220.05
2024-06-30 $9.1M 42k 214.52
2024-03-31 $8.1M 42k 195.10
2023-12-31 $2.7M 15k 175.22
2023-09-30 $2.4M 16k 154.12
2023-06-30 $2.1M 13k 158.56