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iShares Russell 2000 Value Index shares owned by J. M. Brown & Associates

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by J. M. Brown & Associates from 13F filings

Historical chart of J. M. Brown & Associates 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 J. M. Brown & Associates 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 J. M. Brown & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $355k 1.6k 221.20

More positions owned by J. M. Brown & Associates

Proshares Tr Pshs Ult S&p 500 (SSO)
Spdr Series Trust St Str Conv Etf (CWB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Apple (AAPL)
Vanguard World Materials Etf (VAW)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Vanguard World Energy Etf (VDE)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for J. M. Brown & Associates

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
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Vaughan Nelson Investment Management
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index