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iShares Russell 2000 Value Index shares owned by Watts Gwilliam & Co

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

Historical chart of Watts Gwilliam & Co 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 Watts Gwilliam & Co 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 Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $556k 3.1k 176.82
2025-06-30 $562k 3.1k 178.91
2025-03-31 $480k 3.2k 150.98
2024-12-31 $522k 3.2k 164.23
2024-09-30 $519k 3.2k 163.42
2024-03-31 $534k 3.4k 157.79

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Ishares Tr S&p 500 Val Etf (IVE)
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Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Pepsi (PEP)
Alphabet Cap Stk Cl C (GOOG)
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Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Watts Gwilliam & Co

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