CB^T Wealth Management »

iShares Russell 2000 Value Index shares owned by CB^T Wealth Management

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

Historical chart of CB^T Wealth 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 CB^T Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by CB^T Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 44k 176.81
2025-06-30 $6.7M 43k 157.76
2025-03-31 $6.2M 41k 150.98
2024-12-31 $6.7M 41k 164.17
2024-09-30 $7.1M 43k 166.82
2024-06-30 $6.8M 44k 152.30
2024-03-31 $7.1M 45k 158.81
2023-12-31 $7.0M 45k 155.33
2023-09-30 $6.1M 45k 135.55
2023-06-30 $6.3M 45k 140.80
2023-03-31 $5.5M 40k 137.02
2022-12-31 $5.6M 40k 138.67
2022-09-30 $5.3M 41k 128.92
2022-06-30 $5.1M 37k 136.14
2022-03-31 $1.4M 8.7k 161.45
2021-12-31 $5.9M 36k 166.05
2021-09-30 $5.7M 36k 160.24
2021-06-30 $5.9M 36k 165.77
2021-03-31 $5.8M 36k 159.46
2020-12-31 $5.4M 41k 131.75
2020-09-30 $3.9M 39k 99.32
2020-06-30 $3.8M 39k 97.46
2020-03-31 $3.2M 39k 82.03
2019-12-31 $4.8M 38k 128.58
2019-09-30 $4.4M 37k 119.42
2019-06-30 $4.5M 37k 120.49
2019-03-31 $4.2M 35k 119.90
2018-12-31 $3.8M 35k 107.55
2018-06-30 $4.6M 35k 131.91
2018-03-31 $4.5M 37k 121.87
2017-12-31 $4.4M 35k 125.76
2017-09-30 $4.2M 34k 124.12
2017-06-30 $1.0M 8.7k 118.87
2017-03-31 $3.9M 33k 118.16
2016-12-31 $3.4M 29k 118.92
2016-09-30 $3.0M 29k 104.76
2016-06-30 $2.8M 29k 97.31
2016-03-31 $810k 8.7k 93.21
2015-12-31 $747k 8.7k 85.96
2015-09-30 $783k 8.7k 90.10
2015-06-30 $886k 8.7k 101.96
2015-03-31 $897k 8.7k 103.22
2014-12-31 $884k 8.7k 101.73
2014-09-30 $813k 8.7k 93.56
2014-06-30 $897k 8.7k 103.22
2014-03-31 $876k 8.7k 100.81
2013-12-31 $865k 8.7k 99.54
2013-09-30 $796k 8.7k 91.60
2013-06-30 $746k 8.7k 85.85
2013-03-31 $728k 8.7k 83.77
2012-12-31 $656k 8.7k 75.49
2012-09-30 $816k 8.5k 95.65
2012-06-30 $612k 8.7k 70.43
2012-03-31 $634k 8.7k 72.96
2011-12-31 $570k 8.7k 65.59
2011-09-30 $496k 8.7k 57.08
2011-06-30 $618k 8.7k 71.12
2011-03-31 $655k 8.7k 75.37
2010-12-31 $618k 8.7k 71.12

More positions owned by CB^T Wealth Management

Ishares Russell 1000 Growth Et CS (IWF)
Ishares Russell 1000 Value Etf CS (IWD)
3m Company CS (MMM)
Ishares Msci Eafe Etf CS (EFA)
Ishares Russell 2000 Growth Et CS (IWO)
Ishares Trust Ishares Esg Opti CS (SUSA)
Spdr S&p 500 Etf Trust CS (SPY)
Microsoft Corp CS (MSFT)
Ishares Russell 2000 Value Etf CS (IWN)
Ishares Russell Mid Cap Growth CS (IWP)
Ishares Russell Mid Cap Value CS (IWS)
Apple CS (AAPL)
Vanguard Russell 1000 Value Et CS (VONV)
Spdr Gold Shares Etf CS (GLD)
Ishares Russell 1000 Etf CS (IWB)

View all positions for CB^T Wealth 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