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iShares Russell 2000 Value Index shares owned by Independence Advisors

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

Historical chart of Independence 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 Independence 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $3.2M 32k 99.33
2020-06-30 $3.1M 32k 97.47
2020-03-31 $2.5M 30k 82.01
2019-12-31 $3.4M 27k 128.59
2019-09-30 $1.3M 11k 119.43
2019-06-30 $1.4M 12k 120.53
2019-03-31 $1.4M 12k 119.89
2018-12-31 $1.4M 13k 107.51
2018-09-30 $1.5M 11k 133.02
2018-06-30 $1.5M 11k 131.91
2018-03-31 $1.4M 12k 121.88
2017-12-31 $1.5M 12k 125.78
2017-09-30 $1.5M 12k 124.10
2017-06-30 $1.4M 12k 118.84
2017-03-31 $1.4M 12k 118.16
2016-12-31 $1.4M 12k 118.98
2016-09-30 $1.3M 12k 104.72
2016-06-30 $1.2M 12k 97.26

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index