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iShares Russell 2000 Value Index shares owned by IPG Investment Advisors

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

Historical chart of IPG Investment 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 IPG Investment 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 IPG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $186k 981 189.59
2021-12-31 $627k 3.8k 166.31

More positions owned by IPG Investment Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Murphy Usa (MUSA)
Ishares Tr Trust Ishare 0-1 (SHV)
Progressive Corporation (PGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
O'reilly Automotive (ORLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for IPG Investment Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
TIAA Wealth Investment Management
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index