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iShares Russell 2000 Value Index shares owned by Atala Financial

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

Historical chart of Atala Financial investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Atala Financial 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 Atala Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 1.6k 176.81
2025-06-30 $246k 1.6k 157.76
2025-03-31 $236k 1.6k 150.98
2024-12-31 $269k 1.6k 164.17

More positions owned by Atala Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Roblox Corp Cl A Cl A (RBLX)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Deere & Company (DE)
Marriott Intl Inc New Cl A Cl A (MAR)
Amazon (AMZN)
Apple (AAPL)
Shopify Inc Cl A Cl A (SHOP)
Blackrock MuniHoldings CA Insrd Fnd (MUC)
Accenture Plc Ireland Shs Class A (ACN)
Wal-Mart Stores (WMT)

View all positions for Atala Financial

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