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iShares Russell 2000 Value Index shares owned by Addison Capital

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

Historical chart of Addison Capital 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 Addison Capital 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 Addison Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 10k 189.60
2017-12-31 $252k 2.0k 126.00

More positions owned by Addison Capital

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Us Treas Bd Etf (GOVT)
Cheniere Energy Com New (LNG)
Janus Detroit Str Tr Henderson Securi (JSI)
Johnson & Johnson (JNJ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)

View all positions for Addison Capital

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
TIAA Wealth Investment Management
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index