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iShares Russell 2000 Value Index shares owned by Aurelius Family Office

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

Historical chart of Aurelius Family Office 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 Aurelius Family Office 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 Aurelius Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 2.1k 176.77
2025-06-30 $328k 2.1k 157.73
2025-03-31 $314k 2.1k 150.95
2024-12-31 $341k 2.1k 164.16

More positions owned by Aurelius Family Office

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Aurelius Family Office

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