Athena Investment Management »

iShares Russell 2000 Value Index shares owned by Athena Investment Management

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

Historical chart of Athena Investment 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 Athena Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Athena Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 1.3k 166.82
2024-06-30 $202k 1.3k 152.30
2024-03-31 $210k 1.3k 158.81

More positions owned by Athena Investment Management

Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab U.S. Small-Cap ETF Us Sml Cap Etf (SCHA)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
Unitedhealth Group
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Pepsi (PEP)
Home Depot (HD)
Abbvie (ABBV)
Schwab U.S. Mid-Cap ETF Us Mid-cap Etf (SCHM)
AFLAC Incorporated (AFL)
iShares Russell 2000 Index Russell 2000 Etf (IWM)
Raytheon Technologies Corp (RTX)

View all positions for Athena Investment 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