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iShares Russell 2000 Value Index shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios 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 Diversified Portfolios 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 Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2023-12-31 $591k 3.8k 155.32
2023-09-30 $516k 3.8k 135.54
2023-06-30 $535k 3.8k 140.79
2023-03-31 $532k 3.9k 137.01
2022-12-31 $527k 3.8k 138.66
2022-09-30 $492k 3.8k 128.93
2022-06-30 $520k 3.8k 136.27
2022-03-31 $598k 3.7k 161.32
2021-12-31 $599k 3.6k 166.02
2021-09-30 $594k 3.7k 160.19
2021-06-30 $650k 3.9k 165.69
2021-03-31 $633k 4.0k 159.37
2020-12-31 $593k 4.5k 131.78
2020-09-30 $447k 4.5k 99.33
2020-06-30 $429k 4.4k 97.35
2020-03-31 $491k 6.0k 82.02
2019-12-31 $966k 7.5k 128.51
2019-09-30 $898k 7.5k 119.46
2019-06-30 $900k 7.5k 120.53
2019-03-31 $895k 7.5k 119.86
2018-12-31 $801k 7.4k 107.55
2018-09-30 $474k 3.6k 132.92
2018-06-30 $470k 3.6k 131.80
2018-03-31 $435k 3.6k 121.99
2017-12-31 $448k 3.6k 125.63
2017-09-30 $443k 3.6k 124.23
2017-06-30 $441k 3.7k 118.96
2017-03-31 $465k 3.9k 118.26
2016-12-31 $468k 3.9k 119.02
2016-09-30 $384k 3.7k 104.60
2016-06-30 $357k 3.7k 97.25
2016-03-31 $363k 3.9k 93.22
2015-12-31 $358k 3.9k 91.94
2015-09-30 $351k 3.9k 90.14
2015-06-30 $389k 4.0k 97.23
2015-03-31 $423k 4.1k 103.15
2014-12-31 $417k 4.1k 101.68

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

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