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iShares Russell 2000 Value Index shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 23k 155.33
2023-09-30 $3.0M 23k 132.10
2023-06-30 $3.3M 23k 140.80
2023-03-31 $3.3M 24k 137.02
2022-12-31 $3.4M 24k 138.67
2022-09-30 $3.2M 25k 128.92
2022-06-30 $3.4M 25k 136.13
2022-03-31 $4.5M 28k 161.39
2021-12-31 $5.0M 30k 166.06
2021-09-30 $4.8M 30k 160.23
2021-06-30 $5.4M 32k 165.78
2021-03-31 $5.0M 31k 159.48
2020-12-31 $4.1M 31k 131.74
2020-09-30 $3.0M 31k 99.32
2020-06-30 $2.9M 30k 97.45
2020-03-31 $2.4M 29k 82.02
2019-12-31 $4.2M 33k 128.57
2019-09-30 $2.3M 19k 122.37
2019-03-31 $2.6M 22k 119.89
2018-12-31 $2.2M 20k 107.55

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index