Ishares Tr rus200 grw idx shares owned by Whelan Financial
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 9.8k | 273.66 |
| 2025-06-30 | $2.5M | 10k | 246.52 |
| 2025-03-31 | $1.5M | 7.3k | 210.95 |
| 2024-12-31 | $1.7M | 7.3k | 235.28 |
| 2024-09-30 | $1.6M | 7.3k | 220.05 |
| 2024-06-30 | $1.6M | 7.3k | 214.52 |
| 2024-03-31 | $1.4M | 7.3k | 195.10 |
| 2023-12-31 | $1.3M | 7.5k | 175.22 |
| 2023-09-30 | $1.2M | 7.5k | 153.83 |
| 2023-06-30 | $1.2M | 7.5k | 158.56 |
| 2023-03-31 | $1.0M | 7.5k | 138.93 |
| 2022-12-31 | $1.4M | 11k | 120.53 |