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iShares Russell 2000 Value Index shares owned by Atlanta Financial Associates

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

Historical chart of Atlanta Financial Associates 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 Atlanta Financial Associates 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 Atlanta Financial Associates

Quarter filed Position value Share count Share price at filing
2021-03-31 $281k 2.1k 131.55
2020-12-31 $281k 2.1k 131.55
2020-09-30 $240k 2.4k 99.17
2020-06-30 $309k 3.2k 97.32
2020-03-31 $326k 4.0k 81.91

More positions owned by Atlanta Financial Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Home Depot (HD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds Mid Cap Etf (VO)
Tesla Motors (TSLA)

View all positions for Atlanta Financial Associates

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
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Envestnet Asset Management
Starboard Value
Alaska Permanent Fund Corp
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
UBS Group
Commonwealth Equity Services
Betterment
Wells Fargo & Company

View all funds holding iShares Russell 2000 Value Index