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iShares Russell 2000 Value Index shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity Management 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 Strategic Equity Management 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 24k 155.33
2023-09-30 $6.6M 49k 135.55
2022-09-30 $9.7M 75k 128.93
2021-09-30 $21M 131k 160.23
2021-06-30 $21M 128k 165.77

More positions owned by Strategic Equity Management

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Rus Top 200 Etf (IWL)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Timothy Plan Intl Etf (TPIF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Strategic Equity Management

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management
Northern Trust

View all funds holding iShares Russell 2000 Value Index