Sage Private Wealth Group »

iShares Russell 2000 Value Index shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $398k 3.1k 129.10
2022-06-30 $471k 3.5k 136.25
2022-03-31 $603k 3.7k 161.62
2021-12-31 $20M 120k 166.05
2021-09-30 $19M 119k 160.23
2021-06-30 $19M 117k 165.77
2021-03-31 $18M 112k 159.47

More positions owned by Sage Private Wealth Group

Ishares Tr Rus 1000 Etf (IWB)
Pacer Fds Tr Pacer Us Small (CALF)
Invesco Db Commdy Indx Trck Unit (DBC)
Vanguard World Extended Dur (EDV)
Cme (CME)
Intercontinental Exchange (ICE)
Coinbase Global Com Cl A (COIN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Altria (MO)
JPMorgan Chase & Co. (JPM)
Starbucks Corporation (SBUX)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

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