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iShares Russell 2000 Value Index shares owned by Edge Capital Group

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

Historical chart of Edge Capital Group 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 Capital Group 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 Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $987k 7.3k 135.54
2023-06-30 $1.1M 7.5k 140.80
2023-03-31 $661k 4.8k 137.02
2022-12-31 $610k 4.4k 138.66
2022-09-30 $549k 4.3k 129.02
2022-06-30 $34M 686k 49.06
2022-03-31 $672k 4.2k 161.46
2021-12-31 $587k 3.5k 165.96
2021-09-30 $602k 3.8k 160.19
2021-06-30 $614k 3.7k 165.68
2021-03-31 $590k 3.7k 159.42
2020-12-31 $498k 3.8k 131.75
2020-09-30 $374k 3.8k 99.20
2020-06-30 $452k 4.6k 97.35
2020-03-31 $804k 9.8k 81.99
2019-12-31 $1.5M 12k 128.59
2019-09-30 $1.4M 12k 119.41
2019-06-30 $1.4M 12k 120.49
2019-03-31 $5.1M 43k 119.90
2018-12-31 $4.6M 43k 107.54

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)

View all positions for Edge Capital Group

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