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iShares Russell 2000 Value Index shares owned by Grimes & Company

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

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 16k 176.81
2025-06-30 $2.4M 16k 157.76
2025-03-31 $2.5M 17k 150.98
2024-12-31 $2.8M 17k 164.17
2024-09-30 $2.8M 17k 166.82
2024-06-30 $2.5M 17k 152.30
2024-03-31 $2.6M 17k 158.81
2023-12-31 $2.5M 16k 155.33
2023-09-30 $2.1M 16k 135.55
2023-06-30 $2.2M 16k 140.80
2023-03-31 $2.2M 16k 137.02
2022-12-31 $2.0M 15k 138.67
2022-09-30 $1.9M 14k 128.93
2022-06-30 $1.9M 14k 136.15
2022-03-31 $2.3M 14k 161.37
2021-12-31 $2.3M 14k 166.06
2021-09-30 $2.2M 14k 160.21
2021-06-30 $2.3M 14k 165.75
2021-03-31 $2.2M 14k 159.45
2020-12-31 $1.4M 11k 131.80
2020-09-30 $1.0M 11k 99.33
2020-06-30 $1.0M 11k 97.51
2020-03-31 $861k 11k 82.00
2019-12-31 $1.4M 11k 128.54
2019-09-30 $1.3M 11k 119.43
2019-06-30 $1.3M 11k 120.48
2019-03-31 $1.3M 11k 119.93
2018-12-31 $1.2M 11k 107.56
2018-09-30 $1.4M 11k 133.03
2018-06-30 $1.4M 11k 131.92
2018-03-31 $1.3M 11k 121.89
2017-12-31 $329k 2.6k 125.62

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Broad Usd High (USHY)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Nuveen Ice High (HYMB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Grimes & Company

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