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iShares Russell 2000 Value Index shares owned by Sullivan, Bruyette, Speros & Blaney

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sullivan, Bruyette, Speros & Blaney from 13F filings

Historical chart of Sullivan, Bruyette, Speros & Blaney investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney

Quarter filed Position value Share count Share price at filing
2021-03-31 $189k 1.2k 159.09
2020-12-31 $156k 1.2k 131.31
2020-09-30 $118k 1.2k 99.33
2020-06-30 $102k 1.1k 97.05
2019-12-31 $135k 1.1k 128.45
2019-09-30 $125k 1.1k 118.93

More positions owned by Sullivan, Bruyette, Speros & Blaney

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Gold Tr Ishares
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sullivan, Bruyette, Speros & Blaney

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