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iShares Russell 2000 Value Index shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth 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 Focused Wealth 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $100k 644 155.22
2023-09-30 $87k 641 135.60
2023-06-30 $90k 641 140.85
2023-03-31 $88k 640 137.12
2022-12-31 $89k 640 138.57
2022-09-30 $64k 499 128.26
2022-06-30 $68k 499 136.27
2022-03-31 $81k 503 161.03
2021-12-31 $85k 510 166.67
2021-09-30 $82k 511 160.47
2021-06-30 $96k 581 165.23
2021-03-31 $115k 719 159.94
2020-12-31 $95k 719 132.13
2020-09-30 $73k 735 99.32
2020-06-30 $72k 738 97.56
2020-03-31 $60k 737 81.41
2019-12-31 $97k 754 128.65
2019-09-30 $99k 825 120.00
2019-06-30 $112k 932 120.17
2019-03-31 $134k 1.1k 119.54
2018-12-31 $142k 1.3k 107.58
2018-09-30 $182k 1.4k 132.65
2018-06-30 $190k 1.4k 131.76
2018-03-31 $176k 1.4k 122.05
2017-12-31 $182k 1.4k 125.69
2017-09-30 $341k 2.7k 124.18
2017-06-30 $369k 3.1k 118.80
2017-03-31 $380k 3.2k 118.31
2016-12-31 $400k 3.4k 118.91
2016-09-30 $444k 4.2k 104.77
2016-06-30 $465k 4.8k 97.38
2016-03-31 $1.2M 12k 93.22
2015-12-31 $8.6M 93k 91.94
2015-09-30 $8.4M 94k 90.10
2015-06-30 $9.5M 94k 101.96
2015-03-31 $9.0M 87k 103.21
2014-12-31 $8.5M 83k 101.68

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

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