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iShares Russell 2000 Value Index shares owned by Westshore Wealth

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

Historical chart of Westshore 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 Westshore 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 1.4k 155.33

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Westshore Wealth

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