Q3 2024 |
404 |
$409M |
+$73.6M |
-$47.9M |
+$25.6M |
IWF, IWP, IWD, SCHD, IEFA
|
13F-HR |
11/12/2024, 08:56 AM |
Q2 2024 |
259 |
$348M |
$0 |
$0 |
|
IWF, IWP, IWD, SCHD, IEFA
|
13F-HR |
7/19/2024, 11:12 AM |
Q1 2024 |
259 |
$363M |
+$37.3M |
-$12.9M |
+$24.4M |
IWF, IWP, IWD, SCHD, IEFA
|
13F-HR |
4/18/2024, 11:23 AM |
Q4 2023 |
234 |
$316M |
+$30.8M |
-$19.2M |
+$11.5M |
IWF, IWP, SCHD, IWD, IEFA
|
Restatement |
5/28/2024, 11:31 AM |
Q3 2023 |
225 |
$275M |
+$11.3M |
-$40.5M |
-$29.3M |
IWF, SCHD, IWP, IWD, IMCG
|
Restatement |
5/28/2024, 11:30 AM |
Q2 2023 |
266 |
$316M |
+$13.5M |
-$30.6M |
-$17.1M |
IWF, SCHD, IWP, IWD, SKY
|
13F-HR |
7/18/2023, 04:49 PM |
Q1 2023 |
271 |
$318M |
+$20.9M |
-$22M |
-$1.02M |
IWP, IWF, IVV, SCHD, SKY
|
13F-HR |
7/18/2023, 05:06 PM |
Q4 2022 |
247 |
$296M |
+$53.1M |
-$26.8M |
+$26.3M |
IWP, SCHD, IWF, IVV, IWD
|
13F-HR |
2/13/2023, 07:01 PM |
Q3 2022 |
225 |
$251M |
+$18.9M |
-$25.8M |
-$6.88M |
IWF, IWP, IWD, IVV, SCHD
|
13F-HR |
11/21/2022, 01:54 PM |
Q2 2022 |
233 |
$276M |
+$19.5M |
-$50.6M |
-$31.1M |
IWF, IWP, IWD, IVV, SCHD
|
13F-HR |
7/19/2022, 01:43 PM |
Q1 2022 |
287 |
$357M |
+$39M |
-$36M |
+$2.95M |
IWF, IWP, IWD, IVV, IAU
|
13F-HR |
5/16/2022, 11:17 AM |
Q4 2021 |
291 |
$374M |
+$54.3M |
-$40.6M |
+$13.7M |
IWF, IWP, IWD, IVV, IAU
|
13F-HR |
1/10/2022, 02:16 PM |
Q3 2021 |
282 |
$341M |
+$19.6M |
-$13.4M |
+$6.25M |
IWF, IWP, IWD, GVI, IAU
|
13F-HR |
10/28/2021, 12:56 PM |
Q2 2021 |
281 |
$337M |
+$50.9M |
-$16.5M |
+$34.4M |
IWF, IWP, IWD, GVI, IAU
|
13F-HR |
7/21/2021, 03:55 PM |
Q1 2021 |
254 |
$290M |
+$43.4M |
-$25.8M |
+$17.5M |
IWF, IWD, IWP, GVI, IAU
|
13F-HR |
4/20/2021, 02:36 PM |
Q4 2020 |
239 |
$262M |
+$37.4M |
-$6.41M |
+$31M |
IWF, IWP, IWD, IAU, IVV
|
13F-HR |
2/9/2021, 02:17 PM |
Q3 2020 |
202 |
$211M |
+$26.6M |
-$40.5M |
-$13.9M |
IWF, IWP, IWD, IAU, IVV
|
13F-HR |
10/26/2020, 04:59 PM |
Q2 2020 |
170 |
$206M |
+$20.9M |
-$13.4M |
+$7.51M |
IWF, IWP, IWD, SDCCQ, IAU
|
13F-HR |
8/4/2020, 02:24 PM |
Q1 2020 |
144 |
$161M |
+$24.2M |
-$33M |
-$8.83M |
IWF, IWD, IWP, SDCCQ, VEA
|
13F-HR |
5/22/2020, 05:30 PM |
Q4 2019 |
181 |
$216M |
+$22.6M |
-$5.93M |
+$16.6M |
IWF, IWD, IWP, IWN, IVV
|
13F-HR |
1/29/2020, 12:41 PM |
Q3 2019 |
159 |
$194M |
+$9.44M |
-$12.2M |
-$2.71M |
IWF, IWD, IWP, IWN, IVV
|
13F-HR |
10/21/2019, 04:25 PM |
Q2 2019 |
153 |
$195M |
+$6.97M |
-$4.89M |
+$2.08M |
IWF, IWD, IWP, IWN, IVV
|
13F-HR |
7/16/2019, 09:26 AM |
Q1 2019 |
150 |
$188M |
+$13.4M |
-$36M |
-$22.6M |
IWF, IWD, IWP, IWN, IVV
|
13F-HR |
4/26/2019, 12:51 PM |
Q4 2018 |
160 |
$187M |
+$20.7M |
-$15M |
+$5.63M |
IWF, IWD, IVV, IWP, IWN
|
13F-HR |
2/4/2019, 03:16 PM |
Q3 2018 |
182 |
$206M |
+$9.32M |
-$3.06M |
+$6.26M |
IWF, IWD, IVV, IWP, IWN
|
13F-HR |
10/29/2018, 10:09 AM |
Q2 2018 |
164 |
$191M |
+$1.25M |
-$67.5M |
-$66.2M |
IWF, IWD, IVV, IWP, IWN
|
Restatement |
8/9/2018, 01:36 PM |
Q1 2018 |
838 |
$253M |
+$27.9M |
-$14M |
+$13.9M |
IWF, IWD, IVV, IWP, SPY
|
13F-HR |
4/12/2018, 12:20 PM |
Q3 2017 |
638 |
$230M |
+$5.23M |
-$4.48M |
+$756K |
IWF, IWD, IVV, IWP, SPY
|
13F-HR |
10/26/2017, 02:41 PM |
Q2 2017 |
584 |
$222M |
+$3.67M |
-$5.35M |
-$1.68M |
IWF, IWD, IVV, IWP, SPY
|
13F-HR |
7/13/2017, 11:59 AM |
Q1 2017 |
579 |
$219M |
+$4.67M |
-$4.93M |
-$258K |
IWF, IWD, IVV, IWP, SPY
|
13F-HR |
4/4/2017, 10:22 AM |
Q4 2016 |
577 |
$209M |
+$11.8M |
-$6.98M |
+$4.83M |
IWD, IWF, IVV, IWP, SPY
|
13F-HR |
1/18/2017, 04:58 PM |
Q3 2016 |
586 |
$194M |
+$9.28M |
-$6.35M |
+$2.93M |
IWF, IWD, IVV, SPY, IWP
|
13F-HR |
10/14/2016, 03:50 PM |
Q2 2016 |
591 |
$177M |
+$18.1M |
-$6.82M |
+$11.3M |
IWF, IVV, SPY, IWP, IWN
|
13F-HR |
7/5/2016, 12:47 PM |
Q1 2016 |
589 |
$174M |
+$44.5M |
-$7.49M |
+$37M |
IWF, IWD, IVV, SPY, VWO
|
13F-HR |
4/12/2016, 10:31 AM |
Q4 2015 |
118 |
$127M |
$0 |
$0 |
|
IWF, IWD, IVV, VWO, SPY
|
13F-HR |
2/16/2016, 11:18 AM |