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iShares Russell 2000 Value Index shares owned by Maxele Advisors

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

Historical chart of Maxele 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 Maxele 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 Maxele Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $785k 5.0k 157.75
2025-03-31 $756k 5.0k 150.98
2024-12-31 $835k 5.1k 164.16
2022-09-30 $641k 5.0k 128.92
2022-06-30 $687k 5.0k 136.14
2022-03-31 $916k 5.7k 161.41
2021-12-31 $1.1M 6.6k 166.05

More positions owned by Maxele Advisors

First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Indl (XLI)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ishares Semicdtr (SOXX)
Fidelity Covington Trust Msci Energy Idx (FENY)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Maxele Advisors

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