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Ishares Tr rus200 grw idx shares owned by Williams Financial

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

Historical chart of Williams Financial investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Williams 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 114k 220.05
2024-06-30 $24M 113k 214.52
2024-03-31 $22M 113k 195.10

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
CVS Caremark Corporation (CVS)
SYSCO Corporation (SYY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Williams Financial

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Bryn Mawr Trust
Envestnet Asset Management

View all funds holding Ishares Tr rus200 grw idx