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iShares Russell 2000 Value Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 275 180.96
2025-09-30 $49k 275 176.56
2025-06-30 $43k 275 157.54
2025-03-31 $44k 275 160.88
2024-12-31 $21k 118 181.13

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View all positions for Roxbury Financial

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
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D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
M^T Bank Corporation
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UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Cassaday & Co Wealth Management
Northern Trust

View all funds holding iShares Russell 2000 Value Index