Marcia E. Wade »

iShares Russell 2000 Value Index shares owned by Marcia E. Wade

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Marcia E. Wade from 13F filings

Historical chart of Marcia E. Wade 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 Marcia E. Wade 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 Marcia E. Wade

Quarter filed Position value Share count Share price at filing
2024-03-31 $10k 65 158.80
2023-12-31 $10k 65 155.32
2023-09-30 $8.8k 65 135.54
2023-06-30 $9.2k 65 140.80
2023-03-31 $12k 85 137.01
2022-12-31 $12k 85 138.66
2022-09-30 $14k 111 126.13
2022-06-30 $12k 85 141.18
2022-03-31 $14k 85 164.71
2021-12-31 $14k 85 164.71
2021-09-30 $14k 85 164.71
2021-06-30 $14k 85 164.71
2021-03-31 $14k 85 164.71
2020-12-31 $11k 85 129.41
2020-09-30 $8.0k 85 94.12
2020-06-30 $8.0k 85 94.12
2020-03-31 $10k 85 117.65
2019-12-31 $11k 85 129.41
2019-09-30 $10k 85 117.65
2019-06-30 $10k 85 117.65
2019-03-31 $10k 85 117.65
2018-12-31 $9.0k 85 105.88

More positions owned by Marcia E. Wade

Nvidia Corp Common Stock (NVDA)
Ishares Tr Core Us Aggregate Bond Etf Fixed Income/taxable Etf (AGG)
Spdr S&p 500 Etf Trust Large Cap Exchange Traded Fds (SPY)
Etf Ishares Inc Msci Emr Ex China International Exch. Traded Fds (EMXC)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Franklin Dynamic Municipal Bond Etf Fixed Income/taxable Etf (FLMI)
Ishares Msci Eafe Index International Exch. Traded Fds (EFA)
Vanguard Ftse Emerging Markets Etf International Exch. Traded Fds (VWO)
Costco Wholesale Corp Common Stock (COST)
Meta Platforms Common Stock (META)
Adobe Systems Incorporated Common Stock (ADBE)
Vanguard Ftse Developed Markets Etf International Exch. Traded Fds (VEA)

View all positions for Marcia E. Wade

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