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iShares Russell 2000 Value Index shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $51M 304k 166.94
2024-06-30 $46M 303k 152.31
2024-03-31 $38M 242k 158.81
2023-12-31 $38M 244k 155.33

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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