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Ishares Tr rus200 grw idx shares owned by Valued Retirements

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

Historical chart of Valued Retirements investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 11k 246.52
2025-06-30 $2.7M 11k 246.52
2025-03-31 $1.9M 9.1k 210.94
2024-12-31 $1.4M 6.0k 235.27
2024-09-30 $366k 1.7k 220.02

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Exxon Mobil Corporation (XOM)
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Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
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Microsoft Corporation (MSFT)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Quality Grow (QGRO)

View all positions for Valued Retirements

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