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iShares Russell 2000 Value Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 72 158.81
2023-09-30 $14k 100 135.55
2023-06-30 $1.4k 10 136.90
2023-03-31 $1.4k 10 137.00
2022-09-30 $6.0k 48 125.00
2022-03-31 $4.0k 26 153.85
2021-06-30 $0 1 0.00

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Microsoft Corp Stock (MSFT)
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Amazon Stock (AMZN)
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View all positions for GoalVest Advisory

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
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
Northern Trust

View all funds holding iShares Russell 2000 Value Index