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Ishares Tr rus200 grw idx shares owned by Proficio Capital Partners

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

Historical chart of Proficio Capital Partners 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 Proficio Capital Partners 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 Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $37M 150k 246.51
2023-06-30 $23M 144k 158.56
2021-09-30 $13M 83k 152.67
2020-03-31 $3.3M 36k 93.94
2019-09-30 $8.7M 100k 87.06

More positions owned by Proficio Capital Partners

Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Russell 3000 Etf (IWV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Physical Gold Unit (AAAU)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr 3yrtb Etf (ISHG)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Proficio Capital Partners

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

View all funds holding Ishares Tr rus200 grw idx