Reilly Financial Advisors »

iShares Russell 2000 Value Index shares owned by Reilly Financial Advisors

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

Historical chart of Reilly Financial 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 Reilly Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Reilly Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $238k 1.4k 166.32
2021-09-30 $301k 1.9k 160.28
2021-06-30 $380k 2.3k 165.94
2021-03-31 $441k 2.8k 159.49
2020-12-31 $428k 3.2k 131.77
2020-09-30 $505k 5.1k 99.27
2020-06-30 $13M 133k 97.46
2020-03-31 $11M 132k 82.03
2019-12-31 $17M 131k 128.58
2019-09-30 $19M 160k 119.41
2019-06-30 $19M 160k 120.50
2019-03-31 $20M 170k 119.90
2018-12-31 $18M 169k 107.54
2018-09-30 $21M 154k 133.00
2018-06-30 $20M 153k 131.92
2018-03-31 $18M 145k 121.88
2017-12-31 $17M 138k 125.75
2017-09-30 $15M 123k 124.12
2017-06-30 $14M 121k 118.87
2017-03-31 $13M 112k 118.16
2016-12-31 $13M 109k 118.94
2016-09-30 $8.4M 80k 104.75
2016-06-30 $7.7M 79k 97.30
2016-03-31 $7.2M 78k 93.18
2015-12-31 $6.9M 75k 91.94
2015-09-30 $6.6M 73k 90.10
2015-06-30 $7.1M 70k 101.97
2015-03-31 $6.9M 67k 103.21
2014-12-31 $6.6M 65k 101.68
2014-09-30 $5.9M 63k 93.56
2014-06-30 $6.2M 59k 104.26
2014-03-31 $5.8M 58k 100.83
2013-12-31 $5.5M 56k 99.50
2013-09-30 $5.0M 54k 92.06
2013-06-30 $4.6M 53k 86.48

More positions owned by Reilly Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Amazon (AMZN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Icon SHS (ICLR)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Thermo Fisher Scientific (TMO)
Sony Group Corporation Sponsored Adr (SONY)
Nike CL B (NKE)
Lam Research Corporation (LRCX)
Accenture Plc Ireland Shs Class A (ACN)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)

View all positions for Reilly Financial Advisors

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