Homrich Berg »

iShares Russell 2000 Value Index shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $3.4M 21k 160.22
2021-06-30 $3.5M 21k 165.75
2021-03-31 $3.4M 22k 159.46
2020-12-31 $2.8M 21k 131.77
2020-09-30 $2.0M 20k 99.34
2020-06-30 $2.0M 20k 97.45
2020-03-31 $1.6M 19k 82.00
2019-12-31 $2.7M 21k 128.56
2019-09-30 $2.5M 21k 119.43
2019-06-30 $2.5M 21k 120.51
2019-03-31 $2.4M 20k 119.92
2018-12-31 $2.2M 21k 107.56
2018-09-30 $2.5M 19k 132.98
2018-06-30 $2.3M 18k 131.94
2018-03-31 $2.1M 18k 121.86
2017-12-31 $2.1M 17k 125.74
2017-09-30 $1.9M 15k 124.13
2017-06-30 $1.2M 10k 118.88
2017-03-31 $717k 6.1k 118.14
2016-12-31 $575k 4.8k 118.85
2016-09-30 $490k 4.7k 104.77
2016-06-30 $406k 4.2k 97.36
2016-03-31 $474k 5.1k 93.16
2015-12-31 $532k 5.8k 91.98
2015-09-30 $472k 5.2k 90.16
2015-06-30 $534k 5.2k 102.01
2015-03-31 $591k 5.7k 103.21
2014-12-31 $618k 6.1k 101.71
2014-09-30 $568k 6.1k 93.48
2014-06-30 $479k 4.6k 103.23
2014-03-31 $439k 4.4k 100.78
2013-12-31 $433k 4.4k 99.40
2011-06-30 $871k 12k 73.40
2011-03-31 $1.2M 16k 75.37
2010-12-31 $2.1M 30k 71.11

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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