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iShares Russell 2000 Value Index shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9k 50 158.82
2020-03-31 $13k 150 86.67
2019-12-31 $31k 235 131.91

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
Indexiq Iq MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Vaneck Natural MF Closed and MF Open (HAP)
Jp Morgan MF Closed and MF Open (JMUB)
Spdr Portfolio MF Closed and MF Open (SPTM)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Msci MF Closed and MF Open (CWI)
Pgim Ultra MF Closed and MF Open (PULS)

View all positions for IAG Wealth Partners

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
M^T Bank Corporation
Alaska Permanent Fund Corp
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index