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iShares Russell 2000 Value Index shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 11k 155.32
2023-09-30 $1.4M 11k 135.54
2023-06-30 $1.5M 11k 140.80
2023-03-31 $1.5M 11k 137.02
2022-12-31 $1.7M 12k 138.67
2022-09-30 $1.7M 13k 128.96
2022-06-30 $4.6M 34k 136.16
2022-03-31 $1.9M 12k 161.38
2021-12-31 $1.9M 12k 166.03
2021-09-30 $2.0M 12k 160.23
2021-06-30 $1.9M 11k 165.81
2021-03-31 $1.8M 11k 159.48
2020-12-31 $1.4M 11k 131.72
2020-09-30 $1.0M 10k 99.34
2020-06-30 $1.1M 11k 97.43
2020-03-31 $905k 11k 82.06
2019-12-31 $1.8M 14k 128.55
2019-09-30 $1.7M 14k 119.38
2019-06-30 $1.7M 14k 120.51
2019-03-31 $1.7M 14k 119.89
2018-12-31 $1.5M 14k 107.56
2018-09-30 $743k 5.6k 133.01
2018-06-30 $734k 5.6k 131.87
2018-03-31 $678k 5.6k 121.81
2017-12-31 $698k 5.6k 125.74
2017-09-30 $735k 5.9k 124.16
2017-06-30 $694k 5.8k 118.86
2017-03-31 $690k 5.8k 118.17
2016-12-31 $694k 5.8k 118.92
2016-09-30 $614k 5.9k 104.69
2016-06-30 $568k 5.8k 97.26
2016-03-31 $466k 5.0k 93.24
2015-12-31 $456k 5.0k 91.95
2015-09-30 $408k 4.5k 90.05
2015-06-30 $273k 2.7k 101.90
2015-03-31 $209k 2.0k 103.31

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index