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iShares Russell 2000 Value Index shares owned by Nvest Financial

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

Historical chart of Nvest Financial 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 Nvest Financial 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 Nvest Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $331k 2.0k 164.15
2024-09-30 $301k 1.8k 166.80
2024-06-30 $251k 1.7k 152.30
2024-03-31 $255k 1.6k 158.79

More positions owned by Nvest Financial

Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Pepsi (PEP)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Nvest Financial

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Starboard Value
Alaska Permanent Fund Corp
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
UBS Group
Commonwealth Equity Services
Betterment
Wells Fargo & Company

View all funds holding iShares Russell 2000 Value Index