Ishares Tr rus200 grw idx shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.0k | 273.65 |
| 2025-06-30 | $1.2M | 5.0k | 246.49 |
| 2025-03-31 | $884k | 4.2k | 210.96 |
| 2024-12-31 | $881k | 3.7k | 235.28 |
| 2024-09-30 | $683k | 3.1k | 220.04 |
| 2024-06-30 | $599k | 2.8k | 214.55 |
| 2024-03-31 | $510k | 2.6k | 195.11 |
| 2023-12-31 | $415k | 2.4k | 175.22 |
| 2023-09-30 | $338k | 2.2k | 153.83 |
| 2023-06-30 | $309k | 1.9k | 158.56 |
| 2023-03-31 | $271k | 1.9k | 138.93 |