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iShares Russell 2000 Value Index shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth Management 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 Moran Wealth Management 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 Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 1.3k 166.82
2023-12-31 $603k 3.9k 155.33

More positions owned by Moran Wealth Management

Trane Technologies SHS (TT)
Lockheed Martin Corporation (LMT)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Williams-Sonoma (WSM)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Cadence Design Systems (CDNS)
Garmin SHS (GRMN)
Ameriprise Financial (AMP)
Pulte (PHM)
EOG Resources (EOG)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Moran Wealth Management

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