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iShares Russell 2000 Value Index shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $393k 2.4k 166.79

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Roger Wittlin Investment Advisory

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