LexAurum Advisors »

iShares Russell 2000 Value Index shares owned by LexAurum Advisors

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

Historical chart of LexAurum 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 LexAurum Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by LexAurum Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 1.7k 176.81
2025-06-30 $263k 1.7k 157.76
2025-03-31 $237k 1.6k 150.98
2024-12-31 $258k 1.6k 164.17

More positions owned by LexAurum Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Sherwin-Williams Company (SHW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Johnson & Johnson (JNJ)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)

View all positions for LexAurum Advisors

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index