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iShares Russell 2000 Value Index shares owned by Truepoint

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

Historical chart of Truepoint investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $485k 3.1k 158.81
2023-12-31 $287k 1.8k 155.33
2023-09-30 $299k 2.2k 135.55
2023-06-30 $268k 1.9k 140.80
2023-03-31 $258k 1.9k 137.02
2022-12-31 $261k 1.9k 138.67
2022-09-30 $248k 1.9k 128.83
2022-06-30 $262k 1.9k 136.10
2022-03-31 $311k 1.9k 161.56
2021-12-31 $320k 1.9k 166.23
2021-09-30 $308k 1.9k 160.00
2021-06-30 $310k 1.9k 165.60
2021-03-31 $298k 1.9k 159.53
2020-12-31 $246k 1.9k 131.69
2019-12-31 $499k 3.9k 128.61
2019-09-30 $463k 3.9k 119.51
2019-06-30 $467k 3.9k 120.55
2019-03-31 $464k 3.9k 119.77
2018-12-31 $417k 3.9k 107.64
2018-09-30 $515k 3.9k 132.94
2018-06-30 $511k 3.9k 131.91
2018-03-31 $3.9k 472 8.21
2017-12-31 $494k 3.9k 125.80
2017-09-30 $487k 487k 1.00
2017-06-30 $482k 4.1k 118.31
2017-03-31 $538k 4.6k 118.06
2016-12-31 $596k 5.1k 117.46
2016-09-30 $614k 5.9k 104.81
2016-06-30 $583k 6.0k 97.23
2016-03-31 $657k 7.0k 93.24
2015-12-31 $1.2M 14k 91.97
2015-09-30 $245k 2.7k 90.01
2015-06-30 $279k 2.7k 101.94
2015-03-31 $327k 3.2k 103.28
2014-12-31 $275k 2.7k 101.74
2014-09-30 $252k 2.7k 93.44
2013-09-30 $1.8M 19k 91.63
2013-06-30 $1.7M 19k 85.39
2013-03-31 $734k 8.8k 83.81
2012-12-31 $698k 9.2k 75.52
2012-09-30 $789k 11k 73.97
2012-06-30 $366k 5.2k 70.45
2012-03-31 $211k 2.9k 73.06

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index