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iShares Russell 2000 Value Index shares owned by West Paces Advisors

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

Historical chart of West Paces 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 West Paces 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 West Paces Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $103k 650 158.81
2023-12-31 $101k 650 155.33
2023-09-30 $88k 650 135.55
2023-06-30 $122k 866 140.80
2023-03-31 $119k 866 137.02
2022-12-31 $120k 866 138.67
2022-09-30 $120k 934 128.93
2022-06-30 $127k 934 136.15
2022-03-31 $105k 650 161.40
2021-12-31 $108k 650 166.05
2021-09-30 $104k 650 160.23
2021-06-30 $108k 650 165.77
2021-03-31 $104k 650 159.47
2020-12-31 $96k 727 131.75
2020-09-30 $72k 727 99.33
2020-06-30 $71k 727 97.46
2020-03-31 $60k 727 82.03
2019-12-31 $160k 1.2k 128.58
2019-09-30 $69k 574 119.41

More positions owned by West Paces Advisors

Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard S&p 500 Etf Etf (VOO)
FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Coca Cola Stock (KO)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab International Small-cap Equity Etf Etf (SCHC)
Ishares Msci Acwi Etf Etf (ACWI)
Home Depot Stock (HD)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Apple Stock (AAPL)

View all positions for West Paces Advisors

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
Us Bancorp
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding iShares Russell 2000 Value Index