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iShares Russell 2000 Value Index shares owned by Appleton Group Wealth Management

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

Historical chart of Appleton Group Wealth Management 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 Appleton Group Wealth Management 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 Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $656k 4.8k 135.55
2023-06-30 $650k 4.6k 140.80
2023-03-31 $596k 4.4k 137.02
2022-12-31 $576k 4.2k 138.67
2022-09-30 $535k 4.2k 128.85
2022-06-30 $565k 4.2k 136.08
2022-03-31 $665k 4.1k 161.45
2021-12-31 $884k 5.3k 166.13
2021-09-30 $853k 5.3k 160.31
2021-06-30 $877k 5.3k 165.78
2021-03-31 $852k 5.3k 159.46
2020-12-31 $702k 5.3k 131.83
2020-09-30 $541k 5.4k 99.28
2020-06-30 $514k 5.3k 97.51
2019-12-31 $261k 2.0k 128.76
2019-09-30 $977k 8.2k 119.44
2019-06-30 $1.4M 12k 120.47
2019-03-31 $1.4M 12k 119.88
2018-09-30 $2.1M 16k 132.99
2018-06-30 $1.6M 12k 131.88
2018-03-31 $1.5M 12k 121.90
2017-12-31 $1.5M 12k 125.75
2017-09-30 $1.5M 12k 124.12
2017-06-30 $1.4M 12k 118.86
2017-03-31 $1.4M 12k 118.13
2016-12-31 $1.5M 13k 118.91
2016-09-30 $1.6M 15k 104.74
2016-06-30 $1.8M 19k 97.27
2016-03-31 $1.7M 19k 93.19
2015-12-31 $1.7M 19k 91.95
2015-09-30 $1.7M 19k 90.08
2015-06-30 $1.9M 19k 101.98
2015-03-31 $2.0M 19k 103.19
2014-12-31 $1.9M 19k 101.68
2014-09-30 $1.7M 18k 93.56
2014-06-30 $5.2M 50k 103.27
2014-03-31 $5.1M 50k 100.84
2013-12-31 $5.3M 53k 99.50
2013-09-30 $4.8M 52k 91.64
2013-06-30 $4.5M 52k 85.91

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index