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iShares Russell 2000 Value Index shares owned by Financial Architects

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

Historical chart of Financial Architects 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 Architects 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 Architects

Quarter filed Position value Share count Share price at filing
2023-06-30 $232k 1.6k 140.80
2023-03-31 $226k 1.6k 137.02
2022-12-31 $234k 1.7k 138.67
2022-09-30 $217k 1.7k 128.71
2022-03-31 $272k 1.7k 161.33
2021-12-31 $528k 3.2k 166.09
2021-09-30 $279k 1.7k 160.34
2021-06-30 $288k 1.7k 165.52
2021-03-31 $277k 1.7k 159.20
2020-12-31 $229k 1.7k 131.61
2020-06-30 $171k 1.8k 97.71
2020-03-31 $144k 1.8k 82.29
2019-12-31 $288k 2.2k 128.40
2019-09-30 $268k 2.2k 119.48
2019-06-30 $270k 2.2k 120.37
2019-03-31 $269k 2.2k 119.93
2018-12-31 $241k 2.2k 107.45
2018-09-30 $298k 2.2k 132.86
2018-06-30 $296k 2.2k 131.97
2018-03-31 $273k 2.2k 121.71
2017-12-31 $310k 2.5k 125.91
2017-09-30 $33k 267 123.60
2017-06-30 $310k 2.6k 118.91
2017-03-31 $308k 2.6k 118.14
2016-12-31 $280k 2.4k 118.80
2016-09-30 $247k 2.4k 104.79
2016-06-30 $229k 2.4k 97.16
2016-03-31 $220k 2.4k 93.34
2015-12-31 $217k 2.4k 92.07
2015-09-30 $209k 2.3k 89.97
2015-06-30 $237k 2.3k 102.02
2015-03-31 $240k 2.3k 103.31
2014-12-31 $244k 2.4k 101.88
2014-09-30 $224k 2.4k 93.53
2014-06-30 $240k 2.3k 103.31
2014-03-31 $204k 2.0k 100.79
2013-12-31 $334k 3.4k 99.43
2013-09-30 $174k 2.0k 85.97
2013-06-30 $174k 2.0k 85.97
2013-03-31 $273k 3.3k 83.77
2012-12-31 $146k 1.9k 75.88
2012-06-30 $133k 1.9k 70.07
2012-03-31 $174k 2.4k 72.56
2011-12-31 $158k 2.4k 65.89
2011-09-30 $137k 2.4k 57.13
2011-06-30 $176k 2.4k 73.39
2011-03-31 $170k 2.4k 70.89
2010-12-31 $170k 2.4k 70.89

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Financial Architects

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
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
Northern Trust

View all funds holding iShares Russell 2000 Value Index