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iShares Russell 2000 Value Index shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 115k 135.55
2022-12-31 $4.4M 30k 148.01
2022-09-30 $4.8M 35k 137.33
2022-06-30 $6.4M 45k 142.92
2022-03-31 $6.0M 37k 161.42
2021-12-31 $6.6M 43k 156.35
2021-09-30 $5.9M 35k 167.17
2021-06-30 $5.5M 36k 155.13
2021-03-31 $6.2M 38k 162.22
2020-12-31 $5.2M 36k 143.80
2020-09-30 $2.7M 24k 110.33
2020-06-30 $2.5M 25k 99.86
2020-03-31 $2.6M 31k 85.14
2019-12-31 $4.0M 32k 124.38
2019-09-30 $3.2M 27k 121.85
2019-06-30 $2.6M 22k 118.75
2019-03-31 $2.6M 21k 123.52
2018-12-31 $9.0M 77k 117.69
2018-09-30 $1.4M 12k 121.90
2018-06-30 $1.7M 13k 133.47
2018-03-31 $1.5M 12k 125.58
2017-12-31 $1.6M 12k 130.16
2017-09-30 $1.5M 13k 123.57
2017-06-30 $1.6M 13k 119.38
2017-03-31 $1.6M 14k 120.49
2016-12-31 $1.5M 13k 119.02
2016-09-30 $1.1M 11k 104.40
2016-06-30 $1.1M 11k 103.20
2016-03-31 $1.5M 15k 94.36
2015-12-31 $3.1M 37k 85.70
2015-09-30 $2.2M 24k 90.09
2015-06-30 $4.7M 46k 101.94
2015-03-31 $2.3M 23k 103.20
2014-12-31 $5.1M 51k 101.70
2014-09-30 $2.3M 24k 93.56
2014-06-30 $2.8M 27k 103.25
2014-03-31 $2.8M 28k 100.83
2013-12-31 $2.7M 27k 99.50
2013-09-30 $6.4M 70k 91.63
2013-06-30 $6.5M 76k 85.90
2012-12-31 $4.5M 59k 75.51
2012-09-30 $4.4M 60k 73.93
2012-06-30 $3.7M 52k 70.38
2012-03-31 $500k 6.9k 72.84
2011-12-31 $2.4M 36k 65.63
2011-09-30 $2.1M 37k 57.03
2011-06-30 $2.4M 33k 73.40

More positions owned by Brian McDonald

Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Ishares Tr Common (IVV)
Eli Lilly & Co Common (LLY)
Amazon Common (AMZN)
Spdr S&p 500 Etf Tr Common (SPY)
Nvidia Corporation Common (NVDA)
Alphabet Common (GOOGL)
Home Depot Common (HD)
Jpmorgan Chase & Co Common (JPM)
Exxon Mobil Corp Common (XOM)
Ishares Tr Common (IWB)
Alphabet Common (GOOG)
Ishares Tr Common (IWF)
Johnson & Johnson Common (JNJ)

View all positions for Brian McDonald

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