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iShares Russell 2000 Value Index shares owned by W Advisors

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

Historical chart of W 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 W Advisors 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 2.1k 158.81
2023-12-31 $323k 2.1k 155.33
2023-09-30 $287k 2.1k 135.55
2023-06-30 $300k 2.1k 140.80
2023-03-31 $292k 2.1k 137.02
2022-12-31 $297k 2.1k 138.67
2022-09-30 $276k 2.1k 129.18
2022-06-30 $309k 2.3k 136.01
2022-03-31 $406k 2.5k 161.45
2021-12-31 $458k 2.8k 165.85

More positions owned by W Advisors

Merck & Co (MRK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Msci Leadr (SUSL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Grwth Etf (EFG)
Exxon Mobil Corporation (XOM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W Advisors

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