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iShares Russell 2000 Value Index shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $956k 5.7k 166.82
2024-06-30 $780k 5.1k 152.30
2024-03-31 $902k 5.7k 158.81
2023-12-31 $1.1M 6.8k 155.32
2023-09-30 $905k 6.7k 135.55
2023-06-30 $419k 3.0k 140.80
2023-03-31 $365k 2.7k 137.02
2022-12-31 $290k 2.1k 138.67
2022-09-30 $273k 2.1k 129.14
2022-06-30 $289k 2.1k 136.39
2022-03-31 $334k 2.1k 161.35
2021-12-31 $400k 2.4k 166.25
2021-09-30 $552k 3.4k 160.23
2021-06-30 $569k 3.4k 165.89
2021-03-31 $817k 11k 77.05
2020-09-30 $430k 4.3k 99.31
2020-03-31 $381k 4.7k 81.94
2019-12-31 $744k 5.8k 128.54
2019-09-30 $691k 5.8k 119.47
2019-06-30 $673k 5.6k 120.44
2019-03-31 $373k 3.1k 119.74
2018-12-31 $334k 3.1k 107.60
2018-09-30 $405k 3.1k 131.49
2018-06-30 $407k 3.1k 132.66
2018-03-31 $369k 3.1k 119.34
2017-12-31 $390k 3.1k 127.49
2017-09-30 $380k 3.0k 124.88
2017-06-30 $356k 3.0k 117.76
2017-03-31 $349k 3.0k 115.45
2016-12-31 $360k 3.0k 119.44
2016-09-30 $311k 3.0k 103.70

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index