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iShares Russell 2000 Value Index shares owned by Invested Advisors

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

Historical chart of Invested 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 Invested 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 Invested Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $406k 2.2k 181.21

More positions owned by Invested Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SPYM)
Johnson & Johnson (JNJ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Invested Advisors

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Cassaday & Co Wealth Management
Northern Trust

View all funds holding iShares Russell 2000 Value Index