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iShares Russell 2000 Value Index shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment 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 Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 300 176.81
2025-06-30 $47k 300 157.76
2025-03-31 $45k 300 150.98
2024-12-31 $49k 300 164.17
2024-09-30 $50k 300 166.82
2024-03-31 $48k 300 158.81
2022-03-31 $48k 300 160.00
2021-12-31 $50k 300 166.67

More positions owned by Future Financial Wealth Managment

Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard S&p 500 Etf Etf (VOO)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Capital Group Dividend Value Etf Etf (CGDV)
Ishares Russell Top 200 Growth Etf Etf (IWY)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Procter And Gamble Stock (PG)
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)
Jpmorgan Income Etf Etf (JPIE)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Technology Select Sector Spdr Fund Etf (XLK)

View all positions for Future Financial Wealth Managment

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