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iShares Russell 2000 Value Index shares owned by Waldron

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

Historical chart of Waldron investment in iShares Russell 2000 Value Index

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $39M 218k 176.81
2025-06-30 $35M 219k 157.76
2025-03-31 $34M 222k 150.98
2024-12-31 $38M 233k 164.17
2024-09-30 $39M 236k 166.83
2024-06-30 $37M 244k 152.30
2024-03-31 $39M 247k 158.81
2023-12-31 $44M 284k 155.33
2023-09-30 $18M 130k 136.49
2023-06-30 $20M 145k 140.80
2023-03-31 $24M 174k 137.02
2022-12-31 $20M 158k 128.94
2022-09-30 $20M 158k 128.94
2022-06-30 $21M 157k 136.15
2022-03-31 $27M 167k 161.40
2021-12-31 $28M 168k 166.05
2021-09-30 $29M 179k 160.24
2021-06-30 $31M 186k 165.77
2021-03-31 $30M 189k 159.48
2020-12-31 $27M 203k 131.75
2020-09-30 $21M 214k 99.33
2020-06-30 $20M 207k 97.46
2020-03-31 $14M 174k 82.03
2019-12-31 $19M 147k 128.58
2019-09-30 $17M 142k 119.40
2019-06-30 $21M 177k 120.50
2019-03-31 $21M 174k 119.90
2018-12-31 $15M 135k 107.54
2018-09-30 $8.7M 66k 133.00
2018-06-30 $7.8M 59k 131.92
2018-03-31 $7.0M 57k 121.87
2017-12-31 $7.0M 56k 125.75
2017-09-30 $6.9M 56k 124.12
2017-06-30 $6.6M 56k 118.86
2017-03-31 $6.1M 53k 116.27
2016-12-31 $4.6M 39k 118.92
2016-09-30 $4.3M 41k 104.02
2016-06-30 $3.9M 44k 90.58
2016-03-31 $3.9M 44k 90.58
2015-12-31 $5.3M 57k 92.31
2015-09-30 $3.9M 44k 90.58
2015-06-30 $5.3M 53k 101.40
2015-03-31 $4.8M 47k 103.22
2014-12-31 $4.5M 44k 101.68
2014-09-30 $4.2M 45k 93.54
2014-06-30 $4.5M 44k 103.25
2014-03-31 $4.6M 46k 100.84
2013-12-31 $4.8M 49k 99.50

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

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