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iShares Russell 2000 Value Index shares owned by LBJ Family Wealth Advisors

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

Historical chart of LBJ Family Wealth 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 LBJ Family Wealth 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 LBJ Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 64k 158.81
2024-06-30 $10M 64k 158.81
2024-03-31 $10M 64k 158.81
2023-12-31 $10M 64k 155.33
2023-09-30 $8.9M 66k 135.55
2023-06-30 $9.4M 67k 140.80
2023-03-31 $9.4M 69k 137.01
2022-12-31 $9.5M 69k 138.67
2022-09-30 $5.8M 28k 206.59
2022-06-30 $9.5M 70k 136.14
2022-03-31 $11M 70k 155.12
2021-12-31 $12M 70k 166.04
2021-09-30 $11M 67k 165.98
2021-06-30 $11M 67k 165.77
2021-03-31 $11M 70k 159.47
2020-12-31 $9.2M 70k 131.75
2020-09-30 $6.9M 70k 99.33
2020-06-30 $6.8M 69k 97.45
2020-03-31 $5.7M 69k 82.04
2019-12-31 $8.8M 69k 127.45
2019-09-30 $12M 68k 175.47
2019-06-30 $8.1M 69k 118.75
2019-03-31 $8.0M 67k 119.90
2018-12-31 $7.1M 66k 107.53
2018-09-30 $8.6M 65k 133.01
2018-06-30 $8.6M 65k 131.92
2018-03-31 $7.9M 65k 121.88
2017-12-31 $8.1M 65k 125.75
2017-09-30 $8.0M 64k 124.12
2017-06-30 $6.9M 58k 118.87
2017-03-31 $6.9M 58k 118.17
2016-12-31 $6.9M 58k 118.94
2016-09-30 $6.1M 58k 104.73
2016-06-30 $5.2M 53k 97.29
2016-03-31 $5.0M 53k 93.18
2015-12-31 $4.6M 51k 90.53
2015-09-30 $4.5M 49k 90.09
2015-06-30 $4.9M 48k 101.95
2015-03-31 $5.0M 48k 103.86
2014-12-31 $5.0M 49k 101.68
2013-12-31 $4.3M 44k 99.53

More positions owned by LBJ Family Wealth Advisors

ishares Rus 1000 Grw ETF Etf (IWF)
ishares Rus 1000 Val ETF Etf (IWD)
ishares Rus MDCP Val ETF Etf (IWS)
ishares Rus MD CP Grw ETF Etf (IWP)
ishares Rus 2000 Val ETF Etf (IWN)
SPDR Series Trust DB Int. Gvt. ETF Etf (WIP)
ishares MSCI EAFE ETF Etf (EFA)
ishares Rus 2000 Grw ETF Etf (IWO)
Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO)
Vanguard Index Fds. REIT ETF Etf (VNQ)
Vanguard Russell 1000 Value ETF Etf (VONV)
Vanguard Russell 2000 Value ETF Etf (VTWV)
Vanguard Total Stk Mkt Etf Etf (VTI)
ishares MSCI EMG MKT ETF Etf (EEM)
ishares Rus 1000 ETF Etf (IWB)

View all positions for LBJ Family Wealth Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index