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iShares Russell 2000 Value Index shares owned by Altavista Wealth Management

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

Historical chart of Altavista Wealth Management 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 Altavista Wealth Management 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 Altavista Wealth Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $234k 1.4k 166.08
2021-09-30 $226k 1.4k 160.40
2021-06-30 $250k 1.5k 165.56
2021-03-31 $225k 1.4k 159.69

More positions owned by Altavista Wealth Management

iShares Lehman Aggregate Bond (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Tractor Supply Company (TSCO)
Spdr Ser Tr barc 1-10yrtip (TIPX)
3M Company (MMM)
Pepsi (PEP)
Lowe's Companies (LOW)
Alphabet Inc Class A cs (GOOGL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Pfizer (PFE)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Altavista Wealth Management

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
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
M^T Bank Corporation
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index