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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
2024-03-31 $907k 5.7k 158.81

More positions owned by Naviter Wealth

Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alps Etf Tr Alerian Mlp (AMLP)
Tidewater (TDW)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ares Capital Corporation (ARCC)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Prologis (PLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Novo-nordisk A S Adr (NVO)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Naviter Wealth

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index