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iShares Russell 2000 Value Index shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 11k 179.50
2025-06-30 $1.7M 11k 157.75
2025-03-31 $1.6M 11k 150.98
2024-12-31 $1.7M 11k 164.17
2024-09-30 $1.7M 11k 166.82
2024-06-30 $1.6M 11k 152.29
2024-03-31 $1.4M 9.5k 149.83
2023-12-31 $1.4M 9.2k 155.33
2023-06-30 $1.1M 7.7k 140.80

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

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