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iShares Russell 2000 Value Index shares owned by Lionshead Wealth Management

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

Historical chart of Lionshead Wealth 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 Lionshead Wealth 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 Lionshead Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 1.4k 176.76

More positions owned by Lionshead Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Price Grw Stock (TGRW)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Public Service Enterprise (PEG)
Palantir Technologies Cl A (PLTR)

View all positions for Lionshead Wealth Management

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