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iShares Russell 2000 Value Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $10M 60k 165.76
2021-03-31 $10M 64k 159.48
2020-12-31 $8.0M 61k 131.75
2020-09-30 $6.6M 66k 99.33
2020-06-30 $4.3M 44k 97.45
2020-03-31 $6.2M 75k 82.03
2019-12-31 $6.0M 47k 128.59
2019-09-30 $5.4M 45k 119.42
2019-06-30 $5.0M 41k 120.51
2019-03-31 $4.8M 40k 119.97
2018-12-31 $3.9M 37k 107.54
2018-09-30 $4.4M 33k 133.00
2018-06-30 $1.5M 12k 131.90
2018-03-31 $1.2M 10k 121.88
2017-12-31 $1.0M 8.1k 125.80

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index