Kelman-Lazarov »

iShares Russell 2000 Value Index shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov 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 Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2026-03-31 $266k 1.4k 189.59

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Kelman-Lazarov

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