Simplicity Wealth »

Ishares Tr rus200 grw idx shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 109k 175.22
2023-09-30 $17M 112k 153.83
2023-06-30 $17M 107k 158.56
2023-03-31 $15M 109k 138.93
2022-12-31 $11M 87k 120.53
2022-09-30 $323k 2.7k 119.36

More positions owned by Simplicity Wealth

Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Simplicity Wealth

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
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Union Bankshares
SOA Wealth Advisors
UBS Group

View all funds holding Ishares Tr rus200 grw idx