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iShares Russell 2000 Value Index shares owned by Geller Family Office Services

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Geller Family Office Services from 13F filings

Historical chart of Geller Family Office 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 Geller Family Office 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 Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $967k 5.8k 166.84
2024-06-30 $925k 6.1k 152.30
2024-03-31 $210k 1.3k 158.84

More positions owned by Geller Family Office Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)

View all positions for Geller Family Office Services

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
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index