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iShares Russell 2000 Value Index shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 1.6k 176.81
2025-06-30 $246k 1.6k 157.74
2025-03-31 $407k 2.5k 164.15
2024-12-31 $407k 2.5k 164.15

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Select Sector Spdr Tr Financial (XLF)
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Vanguard World Industrial Etf (VIS)
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Apple (AAPL)

View all positions for Capital Advantage

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