Hardy Reed »

iShares Russell 2000 Value Index shares owned by Hardy Reed

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

Historical chart of Hardy Reed investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Hardy Reed 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 Hardy Reed

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 13k 176.81
2025-06-30 $2.1M 13k 157.76
2025-03-31 $2.1M 14k 150.98
2024-12-31 $2.3M 14k 164.17
2024-09-30 $2.3M 14k 166.82
2024-06-30 $2.1M 14k 152.30
2024-03-31 $2.2M 14k 158.81
2023-12-31 $2.1M 13k 155.33
2023-09-30 $1.8M 13k 135.55
2023-06-30 $1.9M 13k 140.80
2023-03-31 $1.8M 13k 137.02
2022-12-31 $3.0M 23k 128.93
2022-09-30 $3.0M 23k 128.92
2022-06-30 $3.1M 23k 136.13
2022-03-31 $2.3M 14k 161.42
2021-12-31 $2.3M 14k 166.06
2021-09-30 $2.1M 13k 160.23
2021-06-30 $2.2M 13k 165.79
2021-03-31 $2.1M 13k 159.48
2020-12-31 $1.8M 13k 131.76
2020-09-30 $1.3M 13k 99.31
2020-06-30 $2.9M 30k 97.46
2020-03-31 $1.6M 19k 82.06
2019-12-31 $2.4M 19k 128.60
2019-09-30 $2.3M 19k 119.41
2019-06-30 $2.3M 19k 120.51
2019-03-31 $2.3M 19k 119.88
2018-12-31 $2.0M 19k 107.53

More positions owned by Hardy Reed

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
JPMorgan Chase & Co. (JPM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio Short (SPSB)

View all positions for Hardy Reed

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