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Ishares Tr rus200 grw idx shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $116k 400 290.51
2026-03-31 $10k 40 248.85
2025-12-31 $17k 61 276.93
2018-12-31 $10k 145 68.97

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)

View all positions for Plante Moran Financial Advisors

Top funds holding Ishares Tr rus200 grw idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
Ameriprise Financial
First Citizens Bank & Trust
Bank of America Corporation
LPL Financial
Morgan Stanley
Mariner Wealth Advisors
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Advisor Group Holdings
Boulay Financial Advisors
Raymond James Financial
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx