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iShares Russell 2000 Value Index shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $330M 2.0M 166.82
2024-06-30 $298M 2.0M 152.30
2024-03-31 $309M 1.9M 158.81
2023-09-30 $274M 2.0M 135.55
2023-06-30 $287M 2.0M 140.80
2023-03-31 $275M 2.0M 137.02
2022-12-31 $271M 2.0M 138.67
2022-09-30 $232M 1.8M 128.93
2022-06-30 $246M 1.8M 136.15
2022-03-31 $255M 1.6M 161.40
2021-12-31 $269M 1.6M 166.05
2021-09-30 $271M 1.7M 160.23
2021-06-30 $273M 1.6M 165.77
2021-03-31 $261M 1.6M 159.47
2020-12-31 $210M 1.6M 131.75
2020-09-30 $143M 1.4M 99.33
2020-06-30 $141M 1.4M 97.46
2020-03-31 $116M 1.4M 82.03
2019-12-31 $150M 1.2M 128.58
2019-09-30 $129M 1.1M 119.41
2019-06-30 $118M 975k 120.50
2019-03-31 $112M 937k 119.90
2018-12-31 $119M 1.1M 107.54
2018-09-30 $91M 683k 133.00
2018-06-30 $183M 1.4M 131.92
2018-03-31 $22M 175k 124.08
2017-12-31 $23M 185k 125.75
2017-09-30 $21M 172k 124.12
2017-06-30 $21M 179k 118.86
2017-03-31 $23M 194k 118.15
2016-12-31 $100M 843k 118.94
2016-09-30 $70M 665k 104.75
2016-06-30 $15M 152k 97.29
2016-03-31 $12M 127k 93.18
2015-12-31 $15M 164k 91.94
2015-09-30 $13M 149k 90.10
2015-06-30 $16M 155k 101.96
2015-03-31 $34M 325k 103.21
2014-12-31 $24M 237k 101.68
2014-09-30 $24M 254k 93.56
2014-06-30 $25M 243k 103.26
2014-03-31 $23M 228k 100.84
2013-12-31 $25M 247k 99.50
2013-09-30 $37M 399k 91.64
2013-06-30 $21M 240k 85.90

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index