Annandale Capital »

iShares Russell 2000 Value Index shares owned by Annandale Capital

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

Historical chart of Annandale Capital 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 Annandale Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Annandale Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 1.4k 155.54
2022-06-30 $208k 1.5k 135.95
2022-03-31 $277k 1.7k 161.61
2021-12-31 $285k 1.7k 166.28

More positions owned by Annandale Capital

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Antero Res (AR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr S&p Regl Bkg Put Option (KRE)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Energy Transfer Com Ut Ltd Ptn (ET)
Global X Fds Glb X Mlp Enrg I (MLPX)
3M Company (MMM)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Walt Disney Company (DIS)

View all positions for Annandale Capital

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
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
LPL Financial
Us Bancorp

View all funds holding iShares Russell 2000 Value Index