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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
2023-12-31 $2.7M 15k 175.22
2023-09-30 $2.4M 16k 154.12
2023-06-30 $2.1M 13k 158.56

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

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
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Union Bankshares
Pegasus Partners
Intelligence Driven Advisers

View all funds holding Ishares Tr rus200 grw idx