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iShares Russell 2000 Value Index shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf 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 Sugarloaf 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 Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $251k 1.6k 158.85
2023-12-31 $245k 1.6k 155.33
2023-09-30 $212k 1.6k 135.56
2023-06-30 $221k 1.6k 140.81
2023-03-31 $87k 634 137.02
2022-12-31 $88k 634 138.67
2022-09-30 $82k 634 129.34
2022-06-30 $86k 634 135.65
2022-03-31 $111k 685 162.04
2021-12-31 $105k 634 165.62
2021-09-30 $102k 634 160.88
2021-06-30 $105k 634 165.62
2021-03-31 $117k 903 129.57
2020-12-31 $96k 726 132.23
2020-09-30 $63k 634 99.37
2020-06-30 $186k 1.9k 97.54
2020-03-31 $581k 7.1k 82.10
2019-12-31 $82k 634 129.34

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
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
LPL Financial
Us Bancorp

View all funds holding iShares Russell 2000 Value Index