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iShares Russell 2000 Value Index shares owned by Rf&l Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Rf&l Wealth Management from 13F filings

Historical chart of Rf&l Wealth Management 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 Rf&l Wealth Management 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $773k 4.9k 158.81
2023-12-31 $756k 4.9k 155.33
2023-09-30 $695k 5.1k 135.55
2023-06-30 $722k 5.1k 140.80
2023-03-31 $798k 5.8k 137.02
2022-12-31 $891k 6.4k 138.67

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)

View all positions for Rf&l Wealth Management

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