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iShares Russell 2000 Value Index shares owned by Opus Capital Group

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

Historical chart of Opus Capital 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 Opus Capital 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 Opus Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $711k 4.5k 158.81
2023-12-31 $695k 4.5k 155.24
2023-09-30 $633k 4.7k 135.52
2023-06-30 $658k 4.7k 140.87
2023-03-31 $640k 4.7k 137.02
2022-12-31 $763k 5.5k 138.70
2022-09-30 $709k 5.5k 128.91
2022-06-30 $794k 5.8k 136.24
2022-03-31 $883k 5.5k 161.46
2021-12-31 $900k 5.4k 165.96
2021-09-30 $863k 5.4k 160.20
2021-06-30 $878k 5.3k 165.72
2021-03-31 $843k 5.3k 159.42
2020-12-31 $697k 5.3k 131.81
2020-09-30 $500k 5.0k 99.36
2020-06-30 $486k 5.0k 97.51
2020-03-31 $411k 5.0k 81.95
2019-12-31 $427k 3.3k 128.58
2019-09-30 $401k 3.4k 119.35
2019-06-30 $399k 3.3k 120.62
2019-03-31 $398k 3.3k 119.88
2018-12-31 $357k 3.3k 107.53
2018-09-30 $674k 5.1k 133.02
2018-06-30 $672k 5.1k 131.92
2018-03-31 $600k 4.9k 121.85
2017-12-31 $586k 4.7k 125.78
2017-09-30 $563k 4.5k 124.20
2017-06-30 $510k 4.3k 118.94
2017-03-31 $503k 4.3k 118.27
2016-12-31 $561k 4.7k 118.86
2016-09-30 $492k 4.7k 104.70
2016-06-30 $456k 4.7k 97.31
2016-03-31 $864k 9.3k 93.16
2015-12-31 $1.9M 20k 91.99
2015-06-30 $1.3M 13k 102.09
2014-09-30 $941k 10k 93.63
2011-06-30 $339k 4.6k 73.46
2011-03-31 $6.9M 92k 75.38

More positions owned by Opus Capital Group

Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)
Vanguard Intermediate-Term Treasury Index Inter Term Treas (VGIT)
Vanguard High Dividend Yield Index Fund High Div Yld (VYM)
Vanguard Short-Term Treasury Index Short Term Treas (VGSH)
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
iShares Russell 1000 Index Russell 1000 (IWB)
Avantis International Small Cap Value ETF Intl Smcp Vlu (AVDV)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)
Schwab Fundamental International Large Cap Schwb Fdt Int Lg (FNDF)
Procter & Gamble Company (PG)
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)
Vanguard Russell 1000 ETF Vng Rus1000idx (VONE)

View all positions for Opus Capital Group

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index