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iShares Russell 2000 Value Index shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 9.9k 135.55
2023-06-30 $1.4M 10k 140.80
2023-03-31 $1.5M 11k 137.02
2022-12-31 $1.5M 11k 138.67
2022-09-30 $1.8M 14k 128.95
2022-06-30 $1.8M 13k 136.89
2022-03-31 $2.1M 13k 162.48
2021-12-31 $2.2M 13k 166.01
2021-09-30 $2.0M 13k 163.14
2021-06-30 $2.0M 13k 161.61
2021-03-31 $2.1M 13k 159.47
2020-12-31 $1.8M 14k 131.72
2020-09-30 $1.5M 15k 99.34
2020-06-30 $1.5M 15k 97.47
2020-03-31 $1.2M 15k 82.05
2019-12-31 $1.7M 13k 128.58
2019-09-30 $1.6M 13k 119.41
2019-06-30 $1.6M 13k 120.47
2019-03-31 $1.6M 13k 119.91
2018-12-31 $1.4M 13k 107.51

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare 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