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iShares Russell 2000 Value Index shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone 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 Spurstone 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 Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $222 1 222.00

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
State Street ETF/USA Exchange Traded Fund (SPY)
HCA Healthcare Common / Ordinary Stock (HCA)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Palo Alto Networks Common / Ordinary Stock (PANW)
Fortinet Common / Ordinary Stock (FTNT)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
United Parcel Service Common / Ordinary Stock (UPS)
Chevron Corp Common / Ordinary Stock (CVX)
Travelers Cos Inc/The Common / Ordinary Stock (TRV)
Pfizer Common / Ordinary Stock (PFE)
Caterpillar Common / Ordinary Stock (CAT)
Lumen Technologies Common / Ordinary Stock (LUMN)
Webster Financial Corp Common / Ordinary Stock (WBS)

View all positions for Spurstone Advisory Services

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
TIAA Wealth Investment Management
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Vaughan Nelson Investment Management
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index