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iShares Russell 2000 Value Index shares owned by Retirement Income Solutions

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

Historical chart of Retirement Income Solutions 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 Retirement Income Solutions 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 Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $285k 1.7k 166.82
2024-06-30 $260k 1.7k 152.30
2024-03-31 $303k 1.9k 158.81

More positions owned by Retirement Income Solutions

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Retirement Income Solutions

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