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iShares Russell 2000 Value Index shares owned by Operose Advisors

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

Historical chart of Operose Advisors 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 Operose Advisors 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 7 176.86
2025-06-30 $1.1k 7 157.71
2025-03-31 $1.1k 7 151.00
2024-12-31 $1.1k 7 164.14
2024-09-30 $1.2k 7 166.86
2024-06-30 $1.1k 7 152.29
2024-03-31 $1.1k 7 158.86

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Mid-Cap ETF Etf (VO)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Common (MSFT)
iShares International Select Dividend ETF Etf (IDV)
NVIDIA Corp Common (NVDA)
Broadcom Common (AVGO)
iShares Russell 2000 ETF Etf (IWM)
Apple Common (AAPL)

View all positions for Operose Advisors

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index