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iShares Russell 2000 Value Index shares owned by 55i

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by 55i from 13F filings

Historical chart of 55i investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.0M 15k 128.97
2022-06-30 $1.4M 10k 136.16
2022-03-31 $947k 5.9k 161.33
2021-12-31 $596k 3.6k 166.16
2021-09-30 $525k 3.3k 160.31
2021-06-30 $838k 5.1k 165.71
2021-03-31 $325k 2.0k 159.47
2020-12-31 $202k 1.5k 131.85

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index