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iShares Russell 2000 Value Index shares owned by Frederick Financial Consultants

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

Historical chart of Frederick Financial Consultants 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 Frederick Financial Consultants 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 Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 7.8k 176.81
2025-06-30 $1.2M 7.8k 157.76
2025-03-31 $1.2M 7.9k 150.97
2024-12-31 $1.3M 7.9k 164.18

More positions owned by Frederick Financial Consultants

First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust S&p Kensho Futre (FITE)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Spdr Series Trust Dj Reit Etf (RWR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Sherwin-Williams Company (SHW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Proshares Tr Hd Replication (HDG)

View all positions for Frederick Financial Consultants

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