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iShares Russell 2000 Value Index shares owned by Turning Point Benefit Group

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

Historical chart of Turning Point Benefit Group 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 Turning Point Benefit Group 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 Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7k 49 177.54

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Spdr Series Trust Etf (SPLG)
Northern Lts Fd Tr Iv Etf (WWJD)
Ishares Tr Etf (FLOT)
Wheaton Precious Metals Corp (WPM)
Capital Group U S Multi Sec Etf (CGMS)
Dimensional Etf Trust Etf (DFIV)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Vanguard Whitehall Fds Etf (VYMI)
Rowe Price Etf Etf (TFLR)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
Ishares Gold Tr (IAUM)
Spdr Gold Tr Etf (GLD)
First Tr Exchange-traded Etf (FDL)

View all positions for Turning Point Benefit Group

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