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iShares Russell 2000 Value Index shares owned by Commonwealth Equity Services

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

Historical chart of Commonwealth Equity Services 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 Commonwealth Equity Services 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 Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $147M 830k 176.81
2025-06-30 $143M 906k 157.76
2025-03-31 $142M 943k 150.98
2024-12-31 $151M 920k 164.17
2024-09-30 $156M 933k 166.82
2024-06-30 $158M 1.0M 152.30
2024-03-31 $191M 1.2M 158.81
2023-12-31 $188M 1.2M 155.33
2023-09-30 $159M 1.2M 135.55
2023-06-30 $163M 1.2M 140.80
2023-03-31 $157M 1.1M 137.02
2022-12-31 $158M 1.1M 138.67
2022-09-30 $143M 1.1M 128.93
2022-06-30 $149M 1.1M 136.15
2022-03-31 $173M 1.1M 161.40
2021-12-31 $180M 1.1M 166.05
2021-09-30 $172M 1.1M 160.23
2021-06-30 $176M 1.1M 165.77
2021-03-31 $164M 1.0M 159.47
2020-12-31 $199M 1.5M 131.75
2020-09-30 $149M 1.5M 99.33
2020-06-30 $143M 1.5M 97.46
2020-03-31 $120M 1.5M 82.03
2019-12-31 $154M 1.2M 128.58
2019-09-30 $140M 1.2M 119.41
2019-06-30 $139M 1.2M 120.50
2019-03-31 $134M 1.1M 119.90
2018-12-31 $126M 1.2M 107.54
2018-09-30 $152M 1.1M 133.00
2018-06-30 $150M 1.1M 131.92
2018-03-31 $139M 1.1M 121.88
2017-12-31 $131M 1.0M 125.75

More positions owned by Commonwealth Equity Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

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