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iShares Russell 2000 Value Index shares owned by Bishop & Co Investment Management

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

Historical chart of Bishop & Co 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 Bishop & Co Investment 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 Bishop & Co Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 22k 176.81
2025-06-30 $3.4M 22k 157.76
2025-03-31 $3.0M 20k 150.98
2024-12-31 $3.7M 23k 164.17
2024-09-30 $3.8M 23k 166.82
2024-06-30 $3.5M 23k 152.30
2024-03-31 $3.7M 24k 158.81
2023-12-31 $6.9M 45k 155.33
2023-09-30 $0 0 0.00
2023-06-30 $46M 6.4M 7.10
2023-03-31 $6.2M 46k 137.02
2022-12-31 $6.5M 47k 138.67
2022-09-30 $6.0M 47k 128.94
2022-06-30 $6.4M 47k 136.15
2022-03-31 $6.6M 41k 161.39
2021-12-31 $6.5M 39k 166.05
2021-09-30 $5.8M 36k 160.22
2021-06-30 $5.9M 36k 165.77
2021-03-31 $6.1M 38k 159.47
2020-12-31 $5.7M 44k 131.76
2020-09-30 $4.4M 44k 99.33
2020-06-30 $4.2M 43k 97.46
2020-03-31 $4.7M 37k 128.59
2019-12-31 $4.9M 38k 128.59
2019-09-30 $4.7M 40k 119.41
2019-06-30 $4.8M 40k 120.50
2019-03-31 $4.8M 40k 119.90
2018-12-31 $4.3M 40k 107.55
2018-09-30 $5.2M 39k 133.00
2018-06-30 $5.3M 40k 131.91
2018-03-31 $5.0M 41k 121.89
2017-12-31 $5.2M 41k 125.74
2017-09-30 $5.1M 41k 124.12
2017-06-30 $11M 90k 118.87
2017-03-31 $11M 90k 118.16
2016-12-31 $12M 97k 118.94
2016-09-30 $10M 98k 104.75
2016-06-30 $9.5M 98k 97.29
2016-03-31 $9.1M 98k 93.18
2015-12-31 $8.9M 97k 91.93

More positions owned by Bishop & Co Investment Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Bishop & Co Investment Management

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