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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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 Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Us Equity Etf (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 V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Evanson Asset Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
UBS Group
D.A. Davidson & Co.
Wells Fargo & Company
Betterment
M^T Bank Corporation
Alaska Permanent Fund Corp
Us Bancorp
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding iShares Russell 2000 Value Index