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iShares Russell 2000 Value Index shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 1.5k 158.82
2023-12-31 $238k 1.5k 155.33
2023-09-30 $248k 1.8k 135.55
2023-06-30 $257k 1.8k 140.80
2022-12-31 $155k 1.1k 138.67

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Okta Cl A (OKTA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Stagwell Com Cl A (STGW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
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
Us Bancorp
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding iShares Russell 2000 Value Index