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iShares Russell 2000 Value Index shares owned by Financial Planning & Information Services

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

Historical chart of Financial Planning & Information Services 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 Planning & Information Services 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 Planning & Information Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 8.2k 166.82
2024-06-30 $1.2M 7.9k 152.30
2024-03-31 $1.3M 8.5k 158.81
2023-09-30 $1.3M 9.8k 135.55
2023-06-30 $1.4M 10k 140.80
2023-03-31 $1.4M 10k 137.02
2022-12-31 $1.7M 13k 138.67
2022-09-30 $1.6M 13k 128.96
2022-06-30 $1.7M 13k 136.18
2022-03-31 $2.1M 13k 161.38
2021-12-31 $2.1M 13k 166.04
2021-09-30 $2.1M 13k 160.23
2021-06-30 $2.2M 13k 165.80
2021-03-31 $2.2M 14k 159.44
2020-12-31 $2.0M 15k 131.73
2020-09-30 $1.5M 15k 99.31
2020-06-30 $1.5M 16k 97.46
2020-03-31 $1.2M 15k 82.03
2019-12-31 $1.9M 15k 128.56
2019-09-30 $1.8M 15k 119.41
2019-06-30 $1.9M 16k 120.51
2019-03-31 $2.1M 18k 119.89
2018-12-31 $2.1M 19k 107.56
2018-09-30 $2.8M 21k 132.99
2018-06-30 $3.1M 24k 131.93
2018-03-31 $3.0M 24k 121.88
2017-12-31 $3.1M 25k 125.76
2017-09-30 $3.1M 25k 124.12
2017-06-30 $3.0M 25k 118.86
2017-03-31 $3.0M 26k 118.16
2016-12-31 $3.3M 28k 118.92
2016-09-30 $3.1M 29k 104.75
2016-06-30 $3.3M 34k 97.30
2016-03-31 $3.5M 37k 93.19
2015-12-31 $3.8M 42k 91.94
2015-09-30 $3.9M 43k 90.11
2015-06-30 $4.4M 44k 101.95
2015-03-31 $4.5M 44k 103.21
2014-12-31 $4.1M 43k 94.09
2014-09-30 $4.1M 44k 93.56
2014-06-30 $4.5M 43k 103.27
2014-03-31 $4.4M 43k 100.83
2013-12-31 $4.4M 44k 99.50

More positions owned by Financial Planning & Information Services

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Financial Planning & Information Services

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