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iShares Russell 2000 Value Index shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 11k 176.81
2025-06-30 $1.7M 11k 157.76
2025-03-31 $1.7M 11k 150.98
2024-12-31 $1.8M 11k 164.17
2024-09-30 $1.9M 11k 166.82
2024-06-30 $1.6M 10k 152.30
2024-03-31 $1.7M 11k 158.81
2023-12-31 $1.7M 11k 155.33
2023-09-30 $1.6M 12k 135.55
2023-06-30 $1.8M 13k 140.80
2023-03-31 $1.8M 13k 137.02
2022-12-31 $1.8M 13k 138.67
2022-09-30 $1.7M 13k 128.91
2022-06-30 $1.8M 13k 136.14
2022-03-31 $2.1M 13k 161.39
2021-12-31 $2.1M 13k 166.05
2021-09-30 $2.1M 13k 160.24
2021-06-30 $2.2M 13k 165.79
2021-03-31 $2.1M 13k 159.46
2020-12-31 $1.7M 13k 131.78
2020-09-30 $1.2M 12k 99.36
2020-06-30 $1.2M 12k 97.50
2020-03-31 $822k 10k 82.06
2019-12-31 $1.6M 13k 128.54
2019-09-30 $1.5M 13k 119.39
2019-06-30 $1.5M 13k 120.48
2019-03-31 $1.5M 13k 119.91
2018-12-31 $1.4M 13k 107.55
2018-09-30 $1.7M 13k 132.98
2018-06-30 $1.7M 13k 131.96
2018-03-31 $1.6M 13k 121.91
2017-12-31 $4.0M 32k 125.74
2017-09-30 $3.7M 30k 124.12
2017-06-30 $1.3M 11k 118.83
2017-03-31 $1.3M 11k 118.12
2016-12-31 $1.3M 11k 118.97
2016-09-30 $1.2M 11k 104.76
2016-06-30 $978k 10k 97.27
2016-03-31 $3.7M 40k 93.18
2015-12-31 $1.1M 12k 91.96
2015-09-30 $777k 8.6k 90.08
2015-06-30 $880k 8.6k 102.02
2015-03-31 $890k 8.6k 103.18
2014-12-31 $877k 8.6k 101.67
2014-09-30 $2.1M 22k 93.55
2014-06-30 $2.2M 21k 103.28

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Roundview Capital

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index