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iShares Russell 2000 Value Index shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co 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 M.e. Allison & Co 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 M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 1.2k 176.81

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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Bloom Energy Corp Com Cl A (BE)
Broadcom (AVGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Norwegian Cruise Line Hldg L SHS (NCLH)
At&t (T)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for M.e. Allison & Co

Top funds holding iShares Russell 2000 Value Index

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Betterment
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View all funds holding iShares Russell 2000 Value Index