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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
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

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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