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iShares Russell 2000 Value Index shares owned by Fairman Group

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

Historical chart of Fairman Group 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 Fairman Group 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 Fairman Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 72 175.89
2025-06-30 $11k 71 158.42
2025-03-31 $12k 71 163.59
2024-12-31 $12k 71 163.59
2024-09-30 $12k 70 167.73
2024-06-30 $11k 70 152.34
2024-03-31 $11k 70 158.14
2023-12-31 $11k 69 156.36

More positions owned by Fairman Group

Ishares Tr Core S&p500 Etf (IVV)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
Ea Series Trust Strive 500 Etf (STRV)
W.R. Berkley Corporation (WRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares High Yie (HIMU)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fairman Group

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