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iShares Russell 2000 Value Index shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $161k 1.0k 158.81
2023-12-31 $158k 1.0k 155.33
2023-09-30 $138k 1.0k 135.55
2020-12-31 $350k 2.7k 131.63

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for DHJJ Financial Advisors

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