SRS Capital Advisors »

iShares Russell 2000 Value Index shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 141k 155.33
2023-09-30 $19M 142k 135.55
2023-06-30 $11M 75k 140.80
2023-03-31 $176k 1.3k 137.04
2022-12-31 $357k 2.6k 138.67
2022-09-30 $393k 3.1k 128.81
2022-06-30 $28M 205k 136.15
2022-03-31 $161k 995 161.81
2021-12-31 $322k 1.9k 166.07
2021-09-30 $42M 260k 160.23
2021-06-30 $46M 275k 165.77
2020-12-31 $33M 248k 131.75
2020-09-30 $24M 242k 99.33
2020-06-30 $40k 411 97.32
2020-03-31 $33k 407 81.08
2019-12-31 $144k 1.1k 128.57
2019-09-30 $132k 1.1k 119.03
2019-06-30 $123k 1.0k 120.47
2018-09-30 $2.0k 14 142.86
2018-06-30 $34k 261 130.27
2018-03-31 $999 13 76.92
2017-12-31 $999 13 76.92
2017-09-30 $999 13 76.92
2017-06-30 $2.0k 13 153.85
2017-03-31 $999 13 76.92
2016-12-31 $31k 262 118.32

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

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