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iShares Russell 2000 Value Index shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth 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 Icon Wealth 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 1.7k 166.80
2024-03-31 $287k 1.8k 158.79
2023-12-31 $281k 1.8k 155.33
2022-12-31 $339k 2.4k 138.67
2022-09-30 $315k 2.4k 128.73

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Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index