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iShares Russell 2000 Value Index shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $602k 3.9k 155.35
2023-09-30 $522k 3.9k 135.57
2023-06-30 $566k 4.0k 140.82
2023-03-31 $549k 4.0k 137.02
2022-12-31 $552k 4.0k 138.59
2022-09-30 $528k 4.1k 128.94
2022-06-30 $554k 4.1k 136.18
2022-03-31 $371k 2.3k 161.59
2021-12-31 $309k 1.9k 166.13
2021-09-30 $294k 1.8k 160.13
2021-06-30 $346k 2.1k 165.71
2021-03-31 $365k 2.3k 159.32
2020-12-31 $18M 133k 131.75
2020-09-30 $13M 130k 99.33
2020-06-30 $13M 134k 97.46
2020-03-31 $20M 240k 82.03
2019-12-31 $32M 250k 128.58
2019-09-30 $30M 250k 119.41
2019-06-30 $30M 251k 120.97
2019-03-31 $31M 249k 124.32
2018-12-31 $29M 250k 117.92
2018-09-30 $31M 245k 127.28
2018-06-30 $32M 241k 134.35
2018-03-31 $30M 238k 125.22
2017-12-31 $28M 217k 130.71
2017-09-30 $26M 209k 124.91
2017-06-30 $23M 196k 119.29
2017-03-31 $22M 185k 116.17
2016-12-31 $21M 171k 121.56
2013-06-30 $14k 166 84.34
2012-12-31 $13k 166 78.31

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

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