Surevest »

iShares Russell 2000 Value Index shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $203k 1.6k 129.13
2022-06-30 $216k 1.6k 136.02
2022-03-31 $227k 1.4k 161.34
2021-12-31 $234k 1.4k 166.31
2021-09-30 $225k 1.4k 159.91
2021-06-30 $233k 1.4k 165.60
2021-03-31 $224k 1.4k 159.20

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Starboard Value
Alaska Permanent Fund Corp
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
UBS Group
Commonwealth Equity Services
Betterment
Wells Fargo & Company

View all funds holding iShares Russell 2000 Value Index