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iShares Russell 2000 Value Index shares owned by Bragg Financial Advisors

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

Historical chart of Bragg Financial Advisors 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 Bragg Financial Advisors 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 Bragg Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $746k 5.5k 135.55
2023-06-30 $782k 5.6k 140.80
2023-03-31 $970k 7.1k 137.02
2022-12-31 $1.0M 7.3k 138.67
2022-09-30 $390k 3.0k 128.93
2016-06-30 $1.3M 14k 97.31
2016-03-31 $1.3M 14k 93.16
2015-12-31 $1.2M 13k 91.91

More positions owned by Bragg Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Fabrinet SHS (FN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SYNNEX Corporation (SNX)
Alphabet Cap Stk Cl C (GOOG)
InterDigital (IDCC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Equity Investment Life Holding (AEL)
Rli (RLI)
Oracle Corporation (ORCL)
Applied Materials (AMAT)
Servisfirst Bancshares (SFBS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Bragg Financial Advisors

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