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iShares Russell 2000 Value Index shares owned by Edgemoor Investment Advisors

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

Historical chart of Edgemoor Investment 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 Edgemoor Investment 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 1.6k 176.81

More positions owned by Edgemoor Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
United Rentals (URI)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Lowe's Companies (LOW)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Williams-Sonoma (WSM)
NVIDIA Corporation (NVDA)
Applied Materials (AMAT)
Blackstone Group Inc Com Cl A (BX)
Lennar Corp Cl A (LEN)
Vertex Pharmaceuticals Incorporated (VRTX)

View all positions for Edgemoor Investment Advisors

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