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iShares Russell 2000 Value Index shares owned by Smith Thornton Advisors

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

Historical chart of Smith Thornton Advisors 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 Smith Thornton Advisors 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 Smith Thornton Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 3.2k 176.81
2025-06-30 $509k 3.2k 157.76
2025-03-31 $487k 3.2k 150.98
2024-12-31 $529k 3.2k 164.17
2024-09-30 $538k 3.2k 166.82
2024-06-30 $491k 3.2k 152.30

More positions owned by Smith Thornton Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Victory Portfolios Ii Core Intermediat (UITB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)

View all positions for Smith Thornton Advisors

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index