Investment Partners »

iShares Russell 2000 Value Index shares owned by Investment Partners

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

Historical chart of Investment 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 Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 21k 158.81
2023-12-31 $3.2M 21k 155.33
2023-09-30 $2.9M 21k 135.55
2023-06-30 $2.9M 21k 140.80
2023-03-31 $2.8M 21k 137.02
2022-12-31 $2.8M 20k 138.67
2022-09-30 $3.0M 23k 128.92
2022-06-30 $2.9M 22k 136.13
2022-03-31 $3.1M 19k 161.41
2021-12-31 $3.0M 18k 166.07
2021-09-30 $2.8M 17k 160.25
2021-06-30 $3.2M 19k 165.76
2021-03-31 $3.0M 19k 159.44
2020-12-31 $2.8M 21k 131.73
2020-09-30 $2.1M 21k 99.32
2020-06-30 $2.0M 21k 97.45
2020-03-31 $1.7M 21k 82.03
2019-12-31 $4.2M 33k 128.57
2019-09-30 $3.9M 33k 119.42
2019-06-30 $3.3M 28k 120.49
2019-03-31 $4.0M 34k 119.90
2018-12-31 $3.5M 33k 107.54
2018-09-30 $133k 36k 3.67
2018-06-30 $4.6M 35k 131.93
2018-03-31 $4.1M 34k 121.88
2017-12-31 $3.8M 30k 125.75
2017-09-30 $3.8M 31k 124.12
2017-06-30 $3.6M 30k 118.86
2017-03-31 $3.5M 30k 118.17
2016-12-31 $3.5M 29k 118.95
2016-09-30 $3.2M 30k 104.76
2016-06-30 $2.9M 30k 97.30
2016-03-31 $2.7M 29k 91.96
2015-12-31 $2.6M 28k 91.90
2015-09-30 $2.5M 28k 90.13
2015-06-30 $2.8M 27k 101.91
2015-03-31 $2.9M 28k 103.12
2014-12-31 $2.8M 28k 101.65

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment Partners

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
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
Northern Trust

View all funds holding iShares Russell 2000 Value Index