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iShares Russell 2000 Value Index shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth 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 Redmont Wealth 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 Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 13k 158.81
2023-12-31 $3.4M 22k 155.33
2023-09-30 $3.1M 23k 135.55
2023-06-30 $3.6M 25k 144.22
2023-03-31 $3.0M 22k 137.02
2022-12-31 $3.6M 26k 138.67
2022-09-30 $3.8M 29k 128.92
2022-06-30 $3.1M 23k 136.17
2022-03-31 $3.3M 21k 161.42
2021-12-31 $2.9M 18k 166.05

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Russell 2000 Value Etf Etf (IWN)
Capital Southwest Corp Cef (CSWC)
Ishares Select Dividend Etf Etf (DVY)
Invesco Qqq Trust Series I Etf (QQQ)
Superior Group Of Stock (SGC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Encore Wire Corp Stock (WIRE)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Jefferies Finl Group Stock (JEF)

View all positions for Redmont Wealth Advisors

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index