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iShares Russell 2000 Value Index shares owned by Linscomb & Williams

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

Historical chart of Linscomb & Williams investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Linscomb & Williams 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 Linscomb & Williams

Quarter filed Position value Share count Share price at filing
2023-12-31 $538k 3.5k 155.35
2023-09-30 $484k 3.6k 135.56
2023-06-30 $540k 3.8k 140.81
2023-03-31 $764k 5.6k 137.03
2022-12-31 $915k 6.6k 138.67
2022-09-30 $802k 6.2k 129.00
2022-06-30 $858k 6.3k 136.08
2022-03-31 $1.1M 6.9k 161.44
2021-12-31 $1.2M 7.1k 166.05
2021-09-30 $1.2M 7.5k 160.19
2021-06-30 $1.3M 7.5k 165.74
2021-03-31 $1.2M 7.8k 159.48
2020-12-31 $1.0M 7.8k 131.79
2020-09-30 $815k 8.2k 99.38
2020-06-30 $851k 8.7k 97.47
2019-12-31 $553k 4.3k 128.57
2019-09-30 $450k 3.8k 119.40
2019-06-30 $454k 3.8k 120.46
2019-03-31 $452k 3.8k 119.93
2018-12-31 $405k 3.8k 107.46
2018-09-30 $501k 3.8k 132.93
2018-06-30 $497k 3.8k 131.87
2018-03-31 $510k 4.2k 121.81
2017-12-31 $526k 4.2k 125.63
2017-09-30 $527k 4.2k 124.15
2017-06-30 $511k 4.3k 118.89
2017-03-31 $510k 4.3k 118.11
2016-12-31 $576k 4.8k 119.01
2016-09-30 $288k 2.8k 104.73
2016-06-30 $268k 2.8k 97.45
2016-03-31 $256k 2.8k 93.09
2015-12-31 $265k 2.9k 91.92
2015-09-30 $263k 2.9k 89.95
2015-06-30 $314k 3.1k 102.05
2015-03-31 $322k 3.1k 103.30
2014-12-31 $329k 3.2k 101.70
2014-09-30 $321k 3.4k 93.50
2014-06-30 $357k 3.5k 103.24
2014-03-31 $343k 3.4k 100.88
2013-12-31 $338k 3.4k 99.41

More positions owned by Linscomb & Williams

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Wisdomtree Tr Us High Dividend (DHS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)

View all positions for Linscomb & Williams

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index