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Ishares Tr rus200 grw idx shares owned by Willner & Heller

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

Historical chart of Willner & Heller investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 747 277.06
2025-09-30 $204k 747 273.50

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View all positions for Willner & Heller

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
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Boulay Financial Advisors
Advisor Group Holdings
Raymond James Financial
Branch Banking & Trust Company
Union Bankshares
Lido Advisors

View all funds holding Ishares Tr rus200 grw idx