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iShares Russell 2000 Value Index shares owned by Evanson Asset Management

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

Historical chart of Evanson Asset Management investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Evanson 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 6.4k 166.81
2024-06-30 $979k 6.4k 152.29
2024-03-31 $1.0M 6.4k 158.80
2023-12-31 $998k 6.4k 155.32
2023-09-30 $871k 6.4k 135.54
2023-06-30 $905k 6.4k 140.79
2023-03-31 $545k 4.0k 137.00
2022-12-31 $499k 3.9k 128.93
2022-09-30 $499k 3.9k 128.84
2022-06-30 $527k 3.9k 136.07
2022-03-31 $578k 3.6k 161.32
2021-12-31 $535k 3.2k 166.20
2021-09-30 $919k 5.6k 165.50
2021-06-30 $921k 5.6k 165.86
2021-03-31 $884k 5.5k 159.51
2020-12-31 $730k 5.5k 131.72
2020-09-30 $549k 5.5k 99.28
2020-06-30 $424k 4.3k 97.54
2020-03-31 $356k 4.3k 82.10
2019-12-31 $437k 3.4k 128.68
2019-09-30 $434k 3.6k 119.46
2019-06-30 $408k 3.4k 120.53
2019-03-31 $400k 3.3k 119.94
2018-12-31 $358k 3.3k 107.48
2018-09-30 $442k 3.3k 133.09
2018-06-30 $695k 5.3k 131.98
2018-03-31 $1.3M 11k 121.88
2017-12-31 $1.4M 11k 125.75
2017-09-30 $1.4M 11k 124.13
2017-06-30 $1.3M 11k 118.85
2017-03-31 $1.3M 11k 118.12
2016-12-31 $1.3M 11k 118.99
2016-09-30 $1.1M 11k 104.72
2016-06-30 $1.1M 11k 97.32
2016-03-31 $1.0M 11k 93.18
2015-12-31 $998k 11k 91.97
2015-09-30 $978k 11k 90.08
2015-06-30 $805k 7.9k 101.91
2015-03-31 $814k 7.9k 103.23
2014-12-31 $290k 2.9k 101.75
2014-09-30 $266k 2.8k 93.43
2014-06-30 $293k 2.8k 103.10
2014-03-31 $274k 2.7k 100.77
2013-12-31 $271k 2.7k 99.67

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson 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