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iShares Russell 2000 Value Index shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $405k 2.5k 158.81
2023-12-31 $396k 2.5k 155.30
2023-09-30 $359k 2.6k 135.54
2023-06-30 $402k 2.9k 140.79
2023-03-31 $393k 2.9k 137.03
2022-12-31 $397k 2.9k 138.65
2022-09-30 $372k 2.9k 128.76
2022-06-30 $396k 2.9k 136.13
2022-03-31 $461k 2.9k 161.41
2021-12-31 $343k 2.9k 119.85
2021-09-30 $486k 3.0k 160.08
2021-06-30 $476k 2.9k 165.85
2021-03-31 $494k 3.1k 159.61
2020-12-31 $523k 4.0k 131.74
2020-09-30 $519k 5.2k 99.41
2020-06-30 $509k 5.2k 97.55
2020-03-31 $339k 4.1k 82.04
2019-12-31 $359k 2.8k 128.58
2019-09-30 $333k 2.8k 119.31
2019-06-30 $336k 2.8k 120.39
2019-03-31 $343k 2.9k 119.85
2018-12-31 $308k 2.9k 107.62

More positions owned by Total Wealth Planning

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

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