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iShares Russell 2000 Value Index shares owned by Lion Street Advisors

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

Historical chart of Lion Street 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 Lion Street 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 Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $447k 2.9k 155.33
2023-12-31 $447k 2.9k 155.33
2023-09-30 $390k 2.9k 135.55
2023-03-31 $395k 2.9k 137.02

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Darden Restaurants (DRI)
Vanguard Index Fds Mid Cap Etf (VO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)

View all positions for Lion Street Advisors

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