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iShares Russell 2000 Value Index shares owned by CI Private Wealth

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 140k 158.77
2023-12-31 $21M 138k 155.33
2023-09-30 $49M 392k 123.60
2023-06-30 $50M 381k 130.38
2023-03-31 $4.1M 30k 137.02
2022-12-31 $2.0M 14k 137.73

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View all positions for CI Private Wealth

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
Starboard Value
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
UBS Group
D.A. Davidson & Co.
Wells Fargo & Company
Betterment
M^T Bank Corporation
Alaska Permanent Fund Corp
Northern Trust

View all funds holding iShares Russell 2000 Value Index