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iShares Russell 2000 Value Index shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $390k 2.3k 168.18
2024-06-30 $354k 2.3k 152.30
2024-03-31 $360k 2.3k 154.08

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index