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iShares Russell 2000 Value Index shares owned by CWM

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

Historical chart of CWM investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 33k 176.82
2025-06-30 $5.5M 35k 157.78
2025-03-31 $4.9M 33k 150.99
2024-12-31 $5.6M 34k 164.17
2024-09-30 $5.0M 30k 166.81
2024-06-30 $4.3M 28k 152.31
2024-03-31 $4.3M 27k 158.82
2023-12-31 $1.5M 9.8k 155.28
2023-09-30 $1.1M 7.8k 135.56
2023-06-30 $1.2M 8.4k 140.78
2023-03-31 $1.3M 9.2k 137.05
2022-12-31 $581k 4.2k 138.63
2022-09-30 $387k 3.0k 129.04
2022-06-30 $295k 2.2k 136.13
2022-03-31 $519k 3.2k 161.48
2021-12-31 $493k 3.0k 166.11
2021-06-30 $515k 3.1k 165.75
2021-03-31 $515k 3.1k 165.75
2020-12-31 $515k 3.1k 165.75
2020-09-30 $515k 3.1k 165.75
2020-06-30 $515k 3.1k 165.75
2020-03-31 $159k 1.9k 82.17
2019-12-31 $299k 2.3k 128.60
2019-09-30 $255k 2.1k 119.44
2019-06-30 $322k 2.7k 120.42
2019-03-31 $182k 1.5k 120.05
2018-12-31 $156k 1.5k 107.22
2018-09-30 $166k 1.3k 132.69
2018-06-30 $163k 1.2k 131.98
2018-03-31 $156k 1.3k 122.16
2017-12-31 $161k 1.3k 126.08
2017-09-30 $130k 1.0k 123.93
2017-06-30 $143k 1.2k 118.57
2017-03-31 $157k 1.3k 118.31
2016-12-31 $156k 1.3k 119.27
2016-09-30 $142k 1.4k 105.03
2016-06-30 $27k 280 96.43
2016-03-31 $26k 280 92.86
2015-12-31 $26k 280 92.86
2015-09-30 $2.0k 21 95.24

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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