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iShares Russell 2000 Value Index shares owned by SCS Capital Management

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

Historical chart of SCS Capital 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 SCS Capital 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 SCS Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 24k 155.33
2023-09-30 $3.2M 24k 136.49
2023-06-30 $3.3M 24k 140.80
2023-03-31 $3.3M 24k 137.02
2022-12-31 $3.3M 24k 138.67
2022-09-30 $3.1M 24k 128.91
2022-06-30 $3.2M 24k 136.14
2022-03-31 $3.8M 24k 161.41

More positions owned by SCS Capital Management

Ishares Tr Russell 3000 Etf (IWV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for SCS Capital 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