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iShares Russell 2000 Value Index shares owned by SMI Advisory Services

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

Historical chart of SMI Advisory Services 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 SMI Advisory Services 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 SMI Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 66k 165.05
2022-03-31 $7.6M 47k 161.41
2021-12-31 $7.6M 46k 166.05
2021-09-30 $7.1M 45k 160.23
2021-06-30 $7.2M 43k 165.76
2021-03-31 $6.5M 41k 159.46

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Ishares Tr Rus 2000 Val Etf (IWN)
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Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for SMI Advisory Services

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index