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iShares Russell 2000 Value Index shares owned by Edge Advisors

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

Historical chart of Edge 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 Edge 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 Edge Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $7.0M 53k 131.90
2018-03-31 $6.2M 51k 121.86
2017-12-31 $5.4M 43k 125.75
2017-09-30 $4.2M 34k 124.12
2017-06-30 $2.5M 21k 118.83
2017-03-31 $2.4M 20k 118.14
2016-12-31 $1.8M 15k 118.90

More positions owned by Edge Advisors

Vanguard High Dividend Yield ETF (VYM)
Spdr S&p 500 Etf (SPY)
Coca-Cola Company (KO)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Microsoft Corporation (MSFT)
iShares Russell 1000 Growth Index (IWF)
Cisco Systems (CSCO)
BP (BP)
Enterprise Products Partners (EPD)
Royal Dutch Shell
iShares Russell 2000 Index (IWM)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)

View all positions for Edge 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