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iShares Russell 2000 Value Index shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $523k 3.4k 155.34
2023-09-30 $456k 3.4k 135.55
2023-06-30 $467k 3.3k 140.79
2023-03-31 $470k 3.4k 137.01

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View all positions for Sound View Wealth Advisors Group

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