Ishares Tr rus200 grw idx shares owned by ProVise Management Group
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Ishares Tr rus200 grw idx
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr rus200 grw idx by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $30M | 127k | 235.27 |
| 2024-09-30 | $28M | 126k | 220.05 |
| 2024-06-30 | $26M | 121k | 214.52 |
| 2024-03-31 | $19M | 95k | 195.10 |
| 2023-12-31 | $14M | 77k | 175.22 |
| 2023-09-30 | $12M | 76k | 153.83 |
| 2023-06-30 | $6.7M | 48k | 138.93 |
| 2023-03-31 | $6.7M | 48k | 138.93 |
| 2022-12-31 | $4.1M | 34k | 120.53 |
| 2022-09-30 | $3.3M | 28k | 119.47 |
| 2022-06-30 | $3.1M | 25k | 125.23 |
| 2022-03-31 | $3.3M | 21k | 158.89 |
| 2021-12-31 | $3.1M | 18k | 173.38 |
| 2021-09-30 | $2.3M | 15k | 152.67 |
| 2021-06-30 | $1.7M | 12k | 150.62 |
| 2021-03-31 | $796k | 5.9k | 134.55 |
| 2020-12-31 | $337k | 2.5k | 132.99 |