J.Safra Asset Management »

iShares Russell 2000 Value Index shares owned by J.Safra Asset Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by J.Safra Asset Management from 13F filings

Historical chart of J.Safra Asset Management 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.Safra Asset Management 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.Safra Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $138k 760 181.25
2024-12-31 $458k 2.8k 163.70
2021-06-30 $199k 1.4k 138.68
2021-03-31 $295k 1.8k 159.72
2020-12-31 $123k 934 131.69

More positions owned by J.Safra Asset Management

Invesco Qqq Tr Unit Ser 1 Unit (QQQ)
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf Technology (XLK)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Select Sector Spdr Trust State Street Communication Services Select Sctr Spdr Etf Communication (XLC)
Listed Funds Trust Roundhill Magnificent Seven Etf Roundhill Magnif (MAGS)
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf Financial (XLF)
Ishares Msci All Country Asia Ex Japan Index Fund Msci Ac Asia Etf (AAXJ)
Vanguard Intl Equity Ind Fd Ftse All World Ex Us Fd Etf Allwrld Ex Us (VEU)
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf Energy (XLE)
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf Sbi Healthcare (XLV)
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf Indl (XLI)
State Street Spdr S&p 500 Etf Trust Units Etf Tr Unit (SPY)
Spdr Series Trust State Street Spdr S&p Dividend Etf S&P Divid EFT (SDY)
Spdr Series Trust State Street Spdr S&p Insurance Etf S&p Ins Etf (KIE)
Vaneck Etf Tr Vaneck Semiconductor Etf Semiconductr Etf (SMH)

View all positions for J.Safra Asset Management

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