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iShares Russell 2000 Value Index shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Ocean 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 Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 295 158.58
2023-12-31 $46k 295 155.11
2023-09-30 $40k 295 135.35
2023-06-30 $42k 295 140.59
2023-03-31 $40k 295 136.82
2022-12-31 $41k 295 138.47
2022-09-30 $37k 294 125.85
2022-06-30 $40k 295 135.59
2022-03-31 $48k 295 162.71
2021-12-31 $49k 294 166.67
2021-09-30 $47k 295 159.32
2021-06-30 $49k 295 166.10
2021-03-31 $47k 294 159.86
2020-12-31 $39k 295 132.20
2020-09-30 $29k 294 98.64
2020-06-30 $28k 294 95.24
2020-03-31 $27k 340 79.41
2019-12-31 $85k 659 128.98
2019-09-30 $41k 341 120.23
2019-06-30 $41k 341 120.23
2019-03-31 $41k 339 120.94
2018-12-31 $36k 338 106.51
2018-09-30 $45k 335 134.33
2018-06-30 $44k 334 131.74
2018-03-31 $40k 333 120.12
2017-12-31 $36k 287 125.44
2017-09-30 $35k 285 122.81
2017-06-30 $34k 283 120.14
2017-03-31 $33k 283 116.61
2016-12-31 $34k 282 120.57
2016-09-30 $29k 280 103.57
2016-06-30 $27k 279 96.77
2016-03-31 $26k 279 93.19
2015-12-31 $26k 279 93.19

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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