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iShares Russell 2000 Value Index shares owned by McCarthy Grittinger Financial Group

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

Historical chart of McCarthy Grittinger Financial Group investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by McCarthy Grittinger Financial Group 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 McCarthy Grittinger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $66k 417 158.90
2023-12-31 $65k 417 155.42
2023-09-30 $57k 417 135.63
2023-06-30 $59k 417 140.88
2023-03-31 $57k 417 137.10
2022-12-31 $58k 417 138.75
2022-09-30 $54k 417 129.00
2022-06-30 $57k 417 136.23
2022-03-31 $67k 417 161.49
2021-12-31 $69k 417 166.14
2021-09-30 $67k 417 160.32
2021-06-30 $69k 417 165.87
2021-03-31 $67k 417 159.56
2020-12-31 $55k 417 131.82
2020-09-30 $41k 417 99.39
2020-06-30 $41k 417 97.52
2020-03-31 $34k 417 82.08
2019-12-31 $54k 417 128.65
2019-09-30 $50k 417 119.48
2019-06-30 $50k 417 120.57
2019-03-31 $50k 417 119.97
2018-12-31 $45k 417 107.60

More positions owned by McCarthy Grittinger Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for McCarthy Grittinger Financial Group

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