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iShares Russell 2000 Value Index shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 1.1k 181.34
2025-06-30 $226k 1.4k 157.87
2025-03-31 $417k 2.8k 151.04

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Cardinal Health (CAH)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Johnson & Johnson (JNJ)

View all positions for Gwn Securities

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Cassaday & Co Wealth Management
Northern Trust

View all funds holding iShares Russell 2000 Value Index