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iShares Russell 2000 Value Index shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 21k 164.17
2024-09-30 $3.4M 21k 166.82
2020-09-30 $297k 3.0k 99.00

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco S&p MF Closed and MF Open (RSP)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Gold Common Stock (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Russell MF Closed and MF Open (IWO)

View all positions for Fortis Group Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
M^T Bank Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Commonwealth Equity Services
Betterment

View all funds holding iShares Russell 2000 Value Index