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iShares Russell 2000 Value Index shares owned by RPg Family Wealth Advisory

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

Historical chart of RPg Family Wealth 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 RPg Family Wealth 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 RPg Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 21k 181.21
2025-09-30 $1.7M 9.5k 176.81
2025-03-31 $1.5M 9.7k 150.98
2024-09-30 $20k 120 166.82
2023-12-31 $1.2M 7.9k 155.33
2023-09-30 $1.1M 7.9k 136.47
2023-06-30 $2.6M 18k 140.80
2023-03-31 $4.0M 29k 137.02
2022-12-31 $3.3M 23k 138.67
2022-09-30 $3.6M 25k 144.66
2022-06-30 $3.4M 25k 136.15
2022-03-31 $4.0M 25k 161.40
2021-12-31 $4.2M 25k 166.05
2021-09-30 $4.1M 26k 160.23
2021-06-30 $4.2M 25k 165.78
2020-12-31 $3.8M 29k 131.75
2020-09-30 $1.3M 14k 99.34
2020-06-30 $1.3M 13k 97.47
2020-03-31 $902k 11k 82.03
2019-12-31 $1.5M 12k 128.58
2019-06-30 $126k 1.0k 120.50
2019-03-31 $2.0M 17k 119.90
2018-12-31 $16k 145 107.54
2018-03-31 $18k 145 121.88
2017-06-30 $63k 529 118.87
2016-09-30 $18k 175 104.75
2016-06-30 $17k 175 97.29
2016-03-31 $13k 143 93.17

More positions owned by RPg Family Wealth Advisory

J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF Common Stock (JPST)
Apple Common Stock (AAPL)
Taiwan Semiconductor Manufacturing Common Stock (TSM)
Microsoft Common Stock (MSFT)
Spotify Technology SA Registered Common Stock (SPOT)
Intel Common Stock (INTC)
Nvidia Corp Common Stock (NVDA)
Ibm Common Stock (IBM)
UBS Group Common Stock (UBS)
Bank of New York Mellon Corp/The Common Stock (BK)
General Electric Common Stock (GE)
JPMorgan Chase Common Stock (JPM)
Howmet Aerospace Common Stock (HWM)
Netflix Common Stock (NFLX)
Embraer SA Common Stock (EMBJ)

View all positions for RPg Family Wealth Advisory

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
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