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iShares Russell 2000 Value Index shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management 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 Rsm Us Wealth Management 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $34M 219k 155.33
2023-09-30 $27M 194k 136.49
2023-06-30 $27M 193k 140.80
2023-03-31 $25M 185k 137.02
2022-12-31 $26M 186k 138.68
2022-09-30 $23M 180k 128.93
2022-06-30 $22M 162k 136.15
2022-03-31 $23M 139k 161.40
2021-12-31 $23M 138k 166.05
2021-09-30 $22M 139k 160.23
2021-06-30 $23M 139k 165.77
2021-03-31 $23M 144k 159.47
2020-12-31 $18M 135k 131.75
2020-09-30 $13M 128k 99.33
2020-06-30 $12M 123k 97.46
2020-03-31 $10M 127k 82.03
2019-12-31 $14M 108k 128.58
2019-09-30 $13M 110k 119.41
2019-06-30 $13M 109k 120.50
2019-03-31 $13M 110k 119.90
2018-12-31 $12M 111k 107.54
2018-09-30 $15M 115k 133.49
2018-06-30 $16M 118k 131.92
2018-03-31 $15M 120k 121.88
2017-12-31 $15M 123k 125.75
2017-09-30 $16M 126k 124.12
2017-06-30 $15M 129k 118.87
2017-03-31 $16M 132k 118.16
2016-12-31 $16M 138k 118.94
2016-09-30 $16M 148k 104.75
2016-06-30 $15M 150k 97.29
2016-03-31 $15M 157k 93.18
2015-12-31 $13M 137k 91.94
2015-09-30 $12M 138k 90.44
2015-06-30 $15M 144k 101.96
2015-03-31 $13M 130k 103.21
2014-12-31 $13M 126k 101.68
2014-09-30 $11M 117k 93.56
2014-06-30 $12M 120k 103.26
2014-03-31 $12M 119k 100.84

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index