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iShares Russell 2000 Value Index shares owned by Morling Financial Advisors

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

Historical chart of Morling Financial Advisors 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 Morling Financial Advisors 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 78 166.82
2024-06-30 $12k 78 152.29

More positions owned by Morling Financial Advisors

Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Coinbase Global Com Cl A (COIN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

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