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iShares Russell 2000 Value Index shares owned by MV Capital Management

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

Historical chart of MV Capital 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 MV Capital 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 MV Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 11k 158.81
2023-12-31 $1.7M 11k 155.33
2023-09-30 $1.4M 10k 135.55
2023-06-30 $1.4M 10k 140.80
2023-03-31 $1.2M 8.9k 137.02
2022-12-31 $1.1M 8.0k 138.67
2022-09-30 $1.0M 8.1k 128.99
2022-06-30 $1.1M 7.8k 136.21
2022-03-31 $1.3M 8.0k 161.37
2021-12-31 $767k 4.6k 165.95
2021-09-30 $835k 5.2k 160.21
2021-06-30 $864k 5.2k 165.77
2021-03-31 $738k 4.6k 159.43
2020-12-31 $584k 4.4k 131.86
2020-09-30 $416k 4.2k 99.21
2020-06-30 $409k 4.2k 97.54
2020-03-31 $1.5M 18k 82.02
2019-12-31 $2.4M 19k 128.56
2019-09-30 $2.3M 19k 119.39
2019-06-30 $2.3M 19k 120.49
2019-03-31 $3.2M 27k 119.90
2018-12-31 $3.0M 28k 107.52
2018-09-30 $3.7M 28k 133.00
2018-06-30 $3.7M 28k 131.92
2018-03-31 $3.4M 28k 121.88
2017-12-31 $3.7M 30k 125.75
2017-09-30 $3.8M 31k 124.11
2017-06-30 $4.0M 34k 118.86
2017-03-31 $4.3M 36k 118.15
2016-12-31 $4.0M 34k 118.95
2016-09-30 $3.3M 32k 104.74
2016-06-30 $3.0M 31k 97.30
2016-03-31 $2.9M 32k 93.18
2015-12-31 $3.8M 41k 91.94
2015-09-30 $3.5M 39k 90.09
2015-06-30 $3.9M 38k 101.96
2015-03-31 $3.7M 36k 103.22
2014-12-31 $3.7M 36k 101.68

More positions owned by MV Capital Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for MV Capital Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
UBS Group
D.A. Davidson & Co.
Wells Fargo & Company
Betterment
M^T Bank Corporation
Alaska Permanent Fund Corp
Us Bancorp
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding iShares Russell 2000 Value Index