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Ishares Tr rus200 grw idx shares owned by Seros Financial

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

Historical chart of Seros Financial 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 Seros Financial 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 Seros Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 35k 273.65
2025-06-30 $8.8M 36k 246.51
2025-03-31 $7.2M 34k 210.94
2024-12-31 $9.9M 46k 214.52

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Global X Fds Adaptive Us (AUSF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
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Innovator Etfs Trust Laddered Alc Bfr (BUFB)
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Seros Financial

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

View all funds holding Ishares Tr rus200 grw idx