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iShares Russell 2000 Value Index shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 11k 158.81
2023-12-31 $1.9M 12k 155.33
2023-09-30 $1.5M 11k 135.55
2023-06-30 $1.5M 11k 140.80
2023-03-31 $1.4M 10k 137.02
2022-12-31 $1.4M 10k 138.67
2022-09-30 $1.2M 9.5k 128.94
2022-06-30 $1.3M 9.4k 136.12
2022-03-31 $1.5M 9.4k 161.40

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Microsoft Corporation (MSFT)

View all positions for SkyOak Wealt

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