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iShares Russell 2000 Value Index shares owned by HighMark Wealth Management

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

Historical chart of HighMark 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 HighMark 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 HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $820k 5.2k 158.81
2023-12-31 $504k 3.2k 155.33
2020-12-31 $14k 107 130.84
2020-09-30 $11k 107 102.80
2020-06-30 $10k 106 94.34
2020-03-31 $8.0k 106 75.47
2019-12-31 $13k 105 123.81

More positions owned by HighMark Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Ishares Tr Core S&p Mcp Etf (IJH)
Wells Fargo & Company (WFC)
Performant Finl (PFMT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Paragon 28 (FNA)
Tela Bio (TELA)

View all positions for HighMark Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index