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iShares Russell 2000 Value Index shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory 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 Bridge Advisory 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 Bridge Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 6.5k 166.83
2024-06-30 $984k 6.5k 152.30
2024-03-31 $1.1M 6.7k 158.81
2023-12-31 $1.0M 6.7k 155.33
2023-09-30 $1.0M 7.4k 135.55

More positions owned by Bridge Advisory

Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Ishares Tr Short Treas Bd (SHV)
Sprott Physical Gold Tr Unit (PHYS)
Sprott Physical Silver Tr Tr Unit (PSLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Proshares Tr K1 Fre Crd Oil (OILK)

View all positions for Bridge Advisory

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp
Charles Schwab Investment Management
Vaughan Nelson Investment Management
Jpmorgan Chase & Co
Northern Trust

View all funds holding iShares Russell 2000 Value Index