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iShares Russell 2000 Value Index shares owned by Sunpointe

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

Historical chart of Sunpointe 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 Sunpointe 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 Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 1.2k 176.81
2024-09-30 $200k 1.2k 166.82
2023-12-31 $208k 1.3k 155.33

More positions owned by Sunpointe

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
American Centy Etf Tr Focused Dynamic (FDG)
American Centy Etf Tr Large Cap Equity (ACLC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Mid Cap Grw Imp (MID)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)

View all positions for Sunpointe

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index