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iShares Russell 2000 Value Index shares owned by Lwm Advisors

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

Historical chart of Lwm 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 Lwm 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 Lwm Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 39k 189.59
2025-12-31 $6.9M 38k 181.21
2025-09-30 $6.6M 37k 176.81
2025-06-30 $5.7M 36k 157.76
2025-03-31 $5.5M 37k 149.24

More positions owned by Lwm Advisors

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Esg Msci Kld 400 (DSI)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Lwm Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
TIAA Wealth Investment Management
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index