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iShares Russell 2000 Value Index shares owned by Heartland Advisors

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

Historical chart of Heartland Advisors 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 Heartland Advisors 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 Heartland Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $58k 318 181.21
2018-12-31 $283k 2.6k 107.60

More positions owned by Heartland Advisors

Texas Capital Bancshares (TCBI)
Centerra Gold (CGAU)
Lincoln Educational Services Corporation (LINC)
Century Communities (CCS)
Ego (EGO)
Teledyne Technologies Incorporated (TDY)
Silicon Motion Technology Sponsored Adr (SIMO)
Associated Banc- (ASB)
Capital City Bank (CCBG)
Public Storage (PSA)
Encore Capital (ECPG)
Viper Energy Cl A (VNOM)
Seacoast Bkg Corp Fla Com New (SBCF)
Becton, Dickinson and (BDX)
Cass Information Systems (CASS)

View all positions for Heartland Advisors

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