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Ishares Tr rus200 grw idx shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by WJ Wealth Management 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 65k 195.09
2023-12-31 $11M 65k 175.22
2023-09-30 $5.2M 34k 153.83
2023-06-30 $13M 79k 158.56
2023-03-31 $7.8M 56k 138.93

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View all positions for WJ Wealth Management

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Commonwealth Equity Services
AE Wealth Management
Bank of America Corporation
Advisor Group Holdings
Baystate Wealth Management
Branch Banking & Trust Company
First Citizens Asset Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Union Bankshares
SOA Wealth Advisors
UBS Group

View all funds holding Ishares Tr rus200 grw idx