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iShares Russell 2000 Value Index shares owned by Caitlin John

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

Historical chart of Caitlin John 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 Caitlin John 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 Caitlin John

Quarter filed Position value Share count Share price at filing
2026-03-31 $83k 437 189.59
2025-12-31 $79k 437 181.21
2025-09-30 $85k 482 176.96
2024-12-31 $79k 482 164.31
2024-06-30 $74k 482 152.43
2024-03-31 $77k 482 158.94

More positions owned by Caitlin John

Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SPTL)
Spdr Series Trust State Street Spd (SPHY)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (BILS)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Newmont Mining Corporation (NEM)

View all positions for Caitlin John

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
TIAA Wealth Investment Management
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index