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iShares Russell 2000 Value Index shares owned by LPL Financial

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

Historical chart of LPL Financial investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $179M 1.0M 176.81
2025-06-30 $158M 1.0M 157.76
2025-03-31 $149M 987k 150.98
2024-12-31 $163M 995k 164.17
2024-09-30 $169M 1.0M 166.82
2024-06-30 $125M 821k 152.30
2024-03-31 $120M 754k 158.81
2023-09-30 $81M 600k 135.55
2023-06-30 $83M 591k 140.80
2023-03-31 $89M 646k 137.02
2022-12-31 $93M 672k 138.67
2022-09-30 $86M 663k 128.93
2022-06-30 $89M 655k 136.15
2022-03-31 $106M 655k 161.40
2021-12-31 $115M 694k 166.05
2021-09-30 $106M 659k 160.23
2021-06-30 $106M 638k 165.77
2021-03-31 $91M 571k 159.47
2020-12-31 $73M 554k 131.75
2020-09-30 $52M 520k 99.33
2020-06-30 $47M 479k 97.46
2020-03-31 $39M 480k 82.03
2019-12-31 $63M 491k 128.58
2019-09-30 $57M 479k 119.41
2019-06-30 $55M 456k 120.50
2019-03-31 $54M 449k 119.90
2018-12-31 $48M 447k 107.54
2018-09-30 $59M 445k 133.00
2018-06-30 $56M 425k 131.92
2018-03-31 $53M 435k 121.88
2017-12-31 $52M 412k 125.75
2017-09-30 $49M 396k 124.12
2017-06-30 $48M 403k 118.87
2017-03-31 $3.1M 27k 117.15
2016-12-31 $2.6M 22k 119.57
2016-09-30 $6.2M 59k 104.49
2016-06-30 $7.6M 78k 97.04
2016-03-31 $69M 751k 91.39
2015-12-31 $69M 765k 90.73
2015-09-30 $36M 392k 92.75
2015-06-30 $39M 390k 101.13
2015-03-31 $35M 338k 103.38
2014-12-31 $31M 303k 101.68
2014-09-30 $28M 306k 92.54
2014-06-30 $32M 309k 103.26
2014-03-31 $28M 274k 100.84
2013-12-31 $28M 283k 99.50
2013-09-30 $26M 280k 93.49
2013-06-30 $25M 290k 85.90
2012-09-30 $30M 412k 73.94
2011-09-30 $40M 708k 57.03
2011-03-31 $1.7M 23k 75.39

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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