Elite Financial »

iShares Russell 2000 Value Index shares owned by Elite Financial

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

Historical chart of Elite Financial 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 Elite Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Elite Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 97k 177.14
2025-06-30 $15M 96k 159.84
2025-03-31 $15M 100k 150.98

More positions owned by Elite Financial

Vanguard Scottsdale Fds vng rus1000grw (VONG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us dividend eq (SCHD)
iShares Russell 2000 Value Index (IWN)
Technology SPDR (XLK)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Tr core tl usd bd (IUSB)
SPDR DJ Wilshire Large Cap Growth (SPYG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr sht tm us tres (SCHO)

View all positions for Elite Financial

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
M^T Bank Corporation
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management

View all funds holding iShares Russell 2000 Value Index