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iShares Russell 2000 Value Index shares owned by GM Advisory

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

Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 2.1k 176.81
2025-06-30 $318k 2.0k 157.78
2025-03-31 $320k 2.1k 151.00
2024-12-31 $471k 2.9k 164.17
2024-09-30 $202k 1.2k 166.84
2022-12-31 $407k 2.9k 138.67
2022-09-30 $378k 2.9k 128.92
2022-06-30 $399k 2.9k 136.08
2022-03-31 $473k 2.9k 161.32

More positions owned by GM Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)

View all positions for GM Advisory

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