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iShares Russell 2000 Value Index shares owned by Northstar

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

Historical chart of Northstar 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 Northstar 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 Northstar

Quarter filed Position value Share count Share price at filing
2024-12-31 $239k 1.5k 164.17
2024-09-30 $243k 1.5k 166.82
2024-06-30 $222k 1.5k 152.30
2024-03-31 $231k 1.5k 158.81
2023-12-31 $226k 1.5k 155.33
2023-06-30 $205k 1.5k 140.80
2022-12-31 $202k 1.5k 138.67
2022-03-31 $235k 1.5k 161.51
2021-12-31 $242k 1.5k 166.32
2021-09-30 $233k 1.5k 160.14
2021-06-30 $241k 1.5k 165.64
2021-03-31 $232k 1.5k 159.45

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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
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
M^T Bank Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Commonwealth Equity Services
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View all funds holding iShares Russell 2000 Value Index