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iShares Russell 2000 Value Index shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $100k 631 158.48
2023-12-31 $113k 724 156.08
2023-09-30 $92k 681 135.10
2023-06-30 $101k 718 140.67
2023-03-31 $93k 675 137.78
2022-12-31 $97k 701 138.37
2022-09-30 $111k 861 128.92
2022-06-30 $117k 861 135.89
2022-03-31 $139k 861 161.44
2021-12-31 $75k 450 166.67
2021-09-30 $71k 446 159.19
2021-06-30 $74k 446 165.92
2021-03-31 $92k 577 159.45
2020-12-31 $99k 752 131.65
2020-09-30 $75k 750 100.00
2020-06-30 $73k 746 97.86
2020-03-31 $75k 916 81.88
2019-12-31 $133k 1.0k 128.38
2019-09-30 $315k 2.6k 119.54
2019-06-30 $344k 2.9k 120.41
2019-03-31 $341k 2.9k 119.61
2018-12-31 $305k 2.8k 107.51
2018-09-30 $411k 3.1k 132.84
2018-06-30 $411k 3.1k 131.86
2018-03-31 $379k 3.1k 121.59
2017-12-31 $417k 3.3k 125.53
2017-09-30 $410k 3.3k 124.02
2017-06-30 $392k 3.3k 118.64
2017-03-31 $462k 3.9k 117.77
2016-12-31 $700k 5.9k 118.78
2016-09-30 $615k 5.9k 104.68
2016-06-30 $447k 4.6k 97.22
2016-03-31 $440k 4.7k 93.18
2015-12-31 $3.7M 41k 91.93
2015-09-30 $234k 2.6k 89.90
2015-06-30 $276k 2.7k 101.66
2015-03-31 $291k 2.8k 103.30
2014-12-31 $163k 1.6k 101.18
2014-09-30 $274k 2.9k 93.61
2014-06-30 $173k 1.7k 102.85
2014-03-31 $193k 1.9k 100.52
2013-12-31 $193k 1.9k 99.38
2013-09-30 $177k 1.9k 91.38
2013-06-30 $153k 1.8k 85.91

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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