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Ishares Tr rus200 grw idx shares owned by Yoder Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $531k 2.4k 220.05
2024-06-30 $517k 2.4k 214.52
2024-03-31 $470k 2.4k 195.10
2023-12-31 $423k 2.4k 175.22

More positions owned by Yoder Wealth Management

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Airbnb Com Cl A (ABNB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)

View all positions for Yoder Wealth Management

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