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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
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 Ser Tr Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Total Usd (IUSB)
Aon Shs Cl A (AON)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for GM Advisory

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