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iShares Russell 2000 Value Index shares owned by Vance Wealth

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

Historical chart of Vance Wealth 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 Vance Wealth 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 19k 158.81
2023-12-31 $3.0M 19k 155.33
2023-09-30 $2.5M 18k 135.55
2023-06-30 $2.6M 18k 140.80
2023-03-31 $2.8M 20k 137.02
2022-12-31 $2.1M 15k 138.67
2022-09-30 $1.8M 14k 128.92
2022-06-30 $1.7M 12k 136.13
2022-03-31 $1.2M 7.6k 161.45

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Etf Ser Solutions Netlease Corp (NETL)
Medtronic SHS (MDT)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Vance Wealth

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
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
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index