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iShares Russell 2000 Value Index shares owned by Cove Private Wealth

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

Historical chart of Cove Private Wealth 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 Cove Private Wealth 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 Cove Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 1.1k 181.21

More positions owned by Cove Private Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Mastercard Incorporated Cl A (MA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Home Depot (HD)
McKesson Corporation (MCK)

View all positions for Cove Private Wealth

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Cassaday & Co Wealth Management
Northern Trust

View all funds holding iShares Russell 2000 Value Index