Moisand Fitzgerald Tamayo »

iShares Russell 2000 Value Index shares owned by Moisand Fitzgerald Tamayo

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

Historical chart of Moisand Fitzgerald Tamayo investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 1.8k 166.82
2024-06-30 $268k 1.8k 152.30
2024-03-31 $279k 1.8k 158.81
2023-12-31 $273k 1.8k 155.33
2023-09-30 $238k 1.8k 135.55
2023-06-30 $260k 1.8k 140.80
2023-03-31 $253k 1.8k 137.02
2022-12-31 $256k 1.8k 138.67
2022-09-30 $238k 1.8k 129.00
2022-06-30 $251k 1.8k 136.04
2022-03-31 $252k 1.6k 161.33
2021-12-31 $306k 1.8k 165.85
2021-09-30 $296k 1.8k 160.43
2021-06-30 $322k 1.9k 165.81
2021-03-31 $300k 1.9k 159.57
2020-12-31 $258k 2.0k 131.83
2020-09-30 $199k 2.0k 99.55
2020-06-30 $195k 2.0k 97.55
2020-03-31 $164k 2.0k 82.04
2019-12-31 $257k 2.0k 128.56
2019-09-30 $239k 2.0k 119.56
2019-06-30 $241k 2.0k 120.56
2019-03-31 $240k 2.0k 120.06
2018-12-31 $215k 2.0k 107.55
2018-09-30 $266k 2.0k 133.07
2018-06-30 $269k 2.0k 131.73
2018-03-31 $264k 2.2k 121.66
2017-12-31 $275k 2.2k 125.63
2017-09-30 $275k 2.2k 123.93
2017-06-30 $264k 2.2k 118.97
2017-03-31 $262k 2.2k 118.07
2016-12-31 $264k 2.2k 118.97
2016-09-30 $232k 2.2k 104.55
2016-06-30 $216k 2.2k 97.34
2016-03-31 $207k 2.2k 93.29
2015-12-31 $204k 2.2k 91.93

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Moisand Fitzgerald Tamayo

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