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iShares Russell 2000 Value Index shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $605k 3.6k 166.82
2024-06-30 $518k 3.4k 152.30
2024-03-31 $581k 3.7k 158.81
2023-12-31 $1.1M 6.9k 155.33
2023-09-30 $897k 6.6k 135.55
2023-06-30 $883k 6.3k 140.80
2023-03-31 $1.0M 7.3k 137.08

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
Spdr Portfolio S&p 500 Prtflo S&p500 Vl (SPYV)
Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

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
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
M^T Bank Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Commonwealth Equity Services
Betterment

View all funds holding iShares Russell 2000 Value Index