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iShares Russell 2000 Value Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 28k 158.80
2023-12-31 $4.9M 31k 155.33
2023-09-30 $3.9M 29k 135.54
2023-06-30 $4.3M 30k 143.51
2023-03-31 $4.1M 30k 137.02
2022-12-31 $576k 28k 20.32
2022-09-30 $3.5M 27k 128.95
2022-06-30 $4.0M 29k 136.18
2022-03-31 $4.6M 28k 166.02
2021-12-31 $4.6M 28k 166.02
2021-09-30 $5.1M 32k 160.25
2021-06-30 $4.6M 28k 165.78
2021-03-31 $4.5M 28k 159.46
2020-12-31 $3.6M 28k 131.77
2020-09-30 $2.9M 29k 98.79
2020-06-30 $3.1M 31k 97.42
2020-03-31 $3.2M 39k 82.04
2019-12-31 $6.2M 48k 128.58
2019-09-30 $6.0M 50k 120.36
2019-06-30 $4.6M 38k 120.50
2019-03-31 $3.8M 32k 119.95
2018-12-31 $4.1M 38k 107.95
2018-09-30 $3.3M 25k 132.98
2018-06-30 $1.6M 12k 132.49
2018-03-31 $1.6M 13k 121.87
2017-12-31 $1.8M 14k 127.45
2017-09-30 $3.3M 26k 124.87
2017-06-30 $3.0M 26k 117.69
2017-03-31 $3.1M 27k 115.59
2016-12-31 $3.0M 25k 119.58
2016-09-30 $2.1M 20k 103.78
2016-06-30 $1.9M 19k 96.08
2016-03-31 $1.7M 17k 96.88
2015-12-31 $686k 7.5k 91.96
2015-09-30 $625k 6.9k 90.15
2015-06-30 $466k 4.6k 101.97
2015-03-31 $329k 3.2k 103.36
2014-12-31 $215k 2.1k 101.80
2014-09-30 $200k 2.1k 93.33
2014-06-30 $274k 2.7k 103.36
2014-03-31 $268k 2.7k 100.68
2013-12-31 $232k 2.3k 99.53

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Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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
M^T Bank Corporation
Alaska Permanent Fund Corp
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index