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iShares Russell 2000 Value Index shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-06-30 $263k 1.9k 140.79
2023-03-31 $857k 6.3k 137.01
2022-12-31 $908k 6.5k 138.67
2022-09-30 $889k 6.9k 128.93
2022-06-30 $917k 6.7k 136.17
2022-03-31 $1.1M 6.6k 161.43
2021-12-31 $1.2M 7.2k 166.02
2021-09-30 $997k 6.2k 160.21
2021-06-30 $640k 3.9k 165.89
2021-03-31 $243k 1.5k 159.66
2020-06-30 $118k 1.2k 97.20
2020-03-31 $99k 1.2k 81.68
2019-12-31 $151k 1.2k 128.62
2019-09-30 $140k 1.2k 119.35
2019-06-30 $141k 1.2k 120.20
2019-03-31 $141k 1.2k 120.31
2018-12-31 $126k 1.2k 107.60
2018-09-30 $156k 1.2k 133.33
2018-06-30 $154k 1.2k 131.74
2018-03-31 $142k 1.2k 121.47
2017-12-31 $20k 160 125.00

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Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index