Stifel Financial »

iShares Russell 2000 Value Index shares owned by Stifel Financial

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

Historical chart of Stifel Financial 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 Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 103k 155.35
2023-09-30 $8.0M 59k 135.58
2023-06-30 $8.0M 57k 140.83
2023-03-31 $8.3M 60k 137.03
2022-12-31 $11M 80k 138.68
2022-09-30 $7.7M 60k 128.96
2022-06-30 $9.2M 67k 136.16
2022-03-31 $9.8M 61k 161.44
2021-12-31 $13M 76k 166.07
2021-09-30 $11M 70k 160.26
2021-06-30 $12M 71k 165.79
2021-03-31 $11M 67k 159.48
2020-12-31 $7.1M 54k 131.76
2020-09-30 $3.2M 32k 99.33
2020-06-30 $3.7M 38k 97.45
2020-03-31 $2.7M 34k 80.58
2019-12-31 $5.5M 43k 127.91
2019-09-30 $3.9M 33k 119.72
2019-06-30 $8.2M 68k 120.07
2019-03-31 $8.5M 71k 119.88
2018-12-31 $17M 156k 107.54
2018-09-30 $10M 76k 133.15
2018-06-30 $11M 85k 131.85
2018-03-31 $22M 173k 129.63
2017-12-31 $23M 183k 126.40
2017-09-30 $29M 236k 123.35
2017-06-30 $32M 271k 118.91
2017-03-31 $36M 307k 118.30
2016-12-31 $42M 355k 118.76
2016-09-30 $37M 355k 104.80
2016-06-30 $28M 286k 97.29
2016-03-31 $20M 214k 92.31
2015-12-31 $20M 214k 92.47
2015-09-30 $12M 133k 92.02
2015-06-30 $12M 117k 100.00
2015-03-31 $11M 106k 102.77
2014-12-31 $9.2M 90k 102.77
2014-09-30 $5.5M 59k 92.74
2014-06-30 $4.7M 46k 103.94
2014-03-31 $4.3M 43k 100.36

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Pepsi (PEP)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Linde SHS (LIN)
Ishares Tr Core Msci Eafe (IEFA)
Johnson & Johnson (JNJ)

View all positions for Stifel Financial

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