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iShares Russell 2000 Value Index shares owned by Aspiriant

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

Historical chart of Aspiriant investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 85k 176.81
2025-06-30 $13M 85k 157.76
2025-03-31 $13M 86k 150.98
2024-12-31 $14M 86k 164.17
2024-09-30 $14M 84k 166.82
2024-06-30 $14M 89k 152.30
2024-03-31 $15M 91k 158.81
2023-12-31 $15M 94k 155.33
2023-09-30 $13M 95k 135.55
2023-06-30 $14M 97k 140.80
2023-03-31 $13M 96k 137.02
2022-12-31 $14M 98k 138.67
2022-09-30 $13M 101k 128.95
2022-06-30 $15M 106k 136.18
2022-03-31 $18M 109k 161.40
2021-12-31 $18M 109k 166.04
2021-09-30 $18M 111k 160.23
2021-06-30 $22M 131k 165.79
2021-03-31 $17M 107k 159.49
2020-12-31 $14M 109k 131.75
2020-09-30 $10M 104k 99.32
2020-06-30 $11M 108k 97.45
2020-03-31 $1.8M 22k 81.96
2019-12-31 $1.2M 9.5k 128.53
2019-09-30 $895k 7.5k 119.46
2019-06-30 $1.1M 9.2k 120.45
2019-03-31 $1.2M 9.8k 119.91
2018-12-31 $1.7M 16k 107.46
2018-09-30 $1.6M 12k 133.10
2018-06-30 $1.5M 12k 131.88
2018-03-31 $1.5M 12k 121.88
2017-12-31 $299k 2.4k 125.74
2017-09-30 $1.7M 14k 124.15
2017-06-30 $2.2M 19k 118.89
2017-03-31 $2.3M 20k 118.15
2016-12-31 $2.7M 22k 118.94
2016-09-30 $2.4M 23k 104.74
2016-06-30 $2.5M 26k 97.29
2016-03-31 $2.6M 28k 93.18
2015-12-31 $2.8M 30k 91.96
2015-09-30 $753k 8.4k 90.10
2015-06-30 $887k 8.7k 101.99
2015-03-31 $995k 9.6k 103.18
2014-12-31 $1.1M 11k 101.71
2014-09-30 $1.6M 17k 93.54
2014-06-30 $2.6M 25k 103.26
2014-03-31 $2.6M 26k 100.83
2013-12-31 $2.5M 25k 99.49
2013-09-30 $1.8M 20k 91.62
2013-06-30 $1.9M 22k 85.92
2013-03-31 $1.8M 22k 83.81
2012-12-31 $2.0M 27k 75.51
2012-09-30 $2.6M 36k 73.93
2012-06-30 $2.6M 37k 70.39
2011-09-30 $2.8M 49k 57.03
2011-06-30 $4.0M 55k 73.42
2011-03-31 $4.3M 57k 75.38

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Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index