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iShares Russell 2000 Value Index shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group 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 Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $337k 2.0k 166.82
2024-06-30 $308k 2.0k 152.30
2024-03-31 $321k 2.0k 158.81
2023-12-31 $310k 2.0k 155.33

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Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Optimist Retirement Group

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
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index