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Ishares Tr rus200 val idx shares owned by Surience Private Wealth

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Surience Private Wealth from 13F filings

Historical chart of Surience Private Wealth investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Surience Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 105k 76.32

More positions owned by Surience Private Wealth

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Airbnb Com Cl A (ABNB)
Palantir Technologies Cl A (PLTR)
Shopify Cl A (SHOP)
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View all positions for Surience Private Wealth

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
First Citizens Asset Management
Pegasus Partners
Bp Wealth Management
Ameriprise Financial
Branch Banking & Trust Company
UBS Group
Compton Wealth Advisory Group
Commonwealth Equity Services
9258 Wealth Management
Jpmorgan Chase & Co
Simplicity Wealth

View all funds holding Ishares Tr rus200 val idx