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iShares Russell 2000 Value Index shares owned by GHP Investment Advisors

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

Historical chart of GHP Investment 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 GHP Investment 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 GHP Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 19k 166.82
2024-06-30 $2.9M 19k 152.30
2024-03-31 $3.1M 19k 158.81
2023-12-31 $3.1M 20k 155.33
2023-09-30 $2.7M 21k 131.16
2023-06-30 $3.1M 21k 147.35
2023-03-31 $3.2M 23k 137.02
2022-12-31 $3.4M 25k 138.67
2022-09-30 $3.3M 26k 128.92
2022-06-30 $3.5M 26k 136.15
2022-03-31 $4.3M 26k 161.40
2021-12-31 $4.5M 27k 166.06
2021-09-30 $4.4M 27k 160.22
2021-06-30 $4.5M 27k 165.76
2021-03-31 $4.5M 28k 159.48
2020-12-31 $3.9M 29k 131.75
2020-09-30 $3.0M 30k 99.33
2020-06-30 $2.9M 30k 97.46
2020-03-31 $2.5M 31k 82.04
2019-12-31 $4.5M 35k 128.57
2019-09-30 $4.2M 36k 119.41
2019-06-30 $4.3M 36k 120.51
2019-03-31 $4.3M 36k 119.91
2018-12-31 $3.9M 36k 107.54
2018-09-30 $4.8M 36k 133.01
2018-06-30 $4.9M 37k 131.93
2018-03-31 $4.6M 37k 121.89
2017-12-31 $4.8M 39k 125.76
2017-09-30 $4.9M 39k 124.11
2017-06-30 $4.8M 40k 118.88
2017-03-31 $4.8M 41k 118.16
2016-12-31 $4.9M 42k 118.95
2016-09-30 $4.4M 42k 104.76
2016-06-30 $4.1M 42k 97.30
2016-03-31 $4.1M 44k 93.19
2015-12-31 $4.1M 45k 91.94
2015-09-30 $4.1M 46k 90.10
2015-06-30 $4.5M 46k 97.63
2015-03-31 $5.1M 50k 103.21
2014-12-31 $5.0M 50k 101.69
2014-09-30 $4.7M 51k 93.56
2014-06-30 $5.2M 51k 103.25
2014-03-31 $5.2M 51k 100.85
2013-12-31 $5.0M 50k 99.49
2013-09-30 $4.6M 50k 91.64
2013-06-30 $4.3M 50k 85.91
2013-03-31 $4.2M 50k 83.81
2012-12-31 $3.7M 49k 75.51

More positions owned by GHP Investment Advisors

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Fair Isaac Corporation (FICO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Sp Smcp600vl Etf (IJS)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for GHP Investment 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
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