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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
2026-03-31 $1.7M 8.9k 189.58
2025-12-31 $1.6M 8.9k 181.21
2025-09-30 $1.6M 9.0k 176.81
2025-06-30 $1.4M 9.0k 157.76
2025-03-31 $1.6M 11k 150.98
2024-12-31 $1.8M 11k 164.17
2024-06-30 $2.2M 14k 150.93
2024-03-31 $2.3M 14k 158.81
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 Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Select Sector Spdr Tr State Street Hea (XLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
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D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index