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iShares Russell 2000 Value Index shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors 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 TCI Wealth Advisors 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $233k 1.2k 189.52
2023-03-31 $58k 423 136.96
2022-12-31 $60k 435 138.60
2022-09-30 $56k 435 128.74
2022-06-30 $59k 435 135.63
2022-03-31 $11k 69 159.42
2021-12-31 $11k 69 159.42
2021-09-30 $17k 103 165.05
2021-06-30 $11k 68 161.76
2021-03-31 $11k 68 161.76
2020-12-31 $32k 239 133.89
2020-09-30 $24k 238 100.84
2020-06-30 $28k 287 97.56
2020-03-31 $23k 284 80.99
2019-12-31 $143k 1.1k 128.48
2019-09-30 $133k 1.1k 119.71
2019-06-30 $134k 1.1k 120.61
2019-03-31 $133k 1.1k 119.93
2018-12-31 $119k 1.1k 107.40
2018-09-30 $185k 1.4k 133.19
2018-06-30 $170k 1.3k 131.99
2018-03-31 $136k 1.1k 122.19
2017-12-31 $163k 1.3k 125.58
2017-09-30 $137k 1.1k 123.87
2017-06-30 $131k 1.1k 118.66
2017-03-31 $130k 1.1k 117.75
2016-12-31 $202k 1.7k 119.24
2016-09-30 $191k 1.8k 104.66
2016-06-30 $217k 2.2k 97.22
2016-03-31 $220k 2.4k 93.06
2015-12-31 $217k 2.4k 91.83
2015-09-30 $244k 2.7k 90.24
2015-06-30 $275k 2.7k 101.78
2015-03-31 $279k 2.7k 103.30
2014-12-31 $306k 3.0k 101.56
2014-09-30 $292k 3.1k 93.68
2014-06-30 $322k 3.1k 103.37
2014-03-31 $365k 3.6k 100.94
2013-12-31 $380k 3.8k 99.48
2013-09-30 $357k 3.9k 91.54
2013-06-30 $342k 4.0k 85.82
2013-03-31 $354k 4.2k 83.77
2012-12-31 $319k 4.2k 75.49

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Global Core Plus (DFGP)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for TCI Wealth Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
TIAA Wealth Investment Management
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
Hsbc Holdings
UBS Group
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding iShares Russell 2000 Value Index