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iShares Russell 2000 Value Index shares owned by Crestone Asset Management

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

Historical chart of Crestone Asset 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 Crestone Asset 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 Crestone Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.0M 58k 155.33
2023-09-30 $8.4M 62k 135.55
2023-06-30 $9.6M 68k 140.80
2023-03-31 $10M 74k 137.02
2022-12-31 $11M 79k 138.67
2022-09-30 $7.2M 56k 128.94
2022-06-30 $10M 75k 136.15
2022-03-31 $13M 81k 161.40
2021-12-31 $15M 92k 166.05
2021-09-30 $14M 90k 160.24
2021-06-30 $15M 90k 165.78
2021-03-31 $12k 74k 0.16
2020-12-31 $13M 95k 131.75
2020-09-30 $9.8M 99k 99.33
2020-06-30 $9.8M 100k 97.46
2020-03-31 $11M 135k 82.03
2019-12-31 $13M 104k 128.58
2019-09-30 $12M 101k 119.41
2019-06-30 $12M 98k 120.50
2019-03-31 $13M 104k 119.90
2018-12-31 $11M 102k 107.54
2018-09-30 $15M 115k 133.00
2018-06-30 $17M 132k 131.92
2018-03-31 $17M 135k 121.88
2017-12-31 $16M 131k 125.75
2017-09-30 $15M 119k 124.12
2017-06-30 $13M 111k 118.87
2017-03-31 $14M 116k 118.16
2016-12-31 $12M 104k 118.94
2016-09-30 $9.6M 92k 104.75
2016-06-30 $7.0M 72k 97.28
2016-03-31 $5.3M 57k 93.19
2015-12-31 $4.4M 48k 91.95

More positions owned by Crestone Asset Management

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Crestone Asset Management

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