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iShares Russell 2000 Value Index shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $131k 1.3k 97.69
2020-03-31 $92k 1.1k 82.07
2019-12-31 $144k 1.1k 128.46
2019-09-30 $133k 1.1k 119.28
2019-06-30 $134k 1.1k 120.18
2019-03-31 $133k 1.1k 119.60
2018-12-31 $119k 1.1k 107.21
2018-09-30 $202k 1.5k 133.25
2018-06-30 $200k 1.5k 132.01
2018-03-31 $67k 551 121.60
2017-12-31 $69k 549 125.68

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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