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iShares Russell 2000 Value Index shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth 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 Naviter Wealth 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $785k 4.4k 176.81
2025-06-30 $700k 4.4k 157.76
2025-03-31 $671k 4.4k 151.22
2024-12-31 $729k 4.4k 164.17
2024-03-31 $907k 5.7k 158.81

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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ares Capital Corporation (ARCC)
Meta Platforms Cl A (META)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Naviter Wealth

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index