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iShares Russell 2000 Value Index shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 14k 166.82
2024-06-30 $1.9M 13k 152.30
2024-03-31 $2.0M 13k 158.80
2023-12-31 $2.0M 13k 155.33
2023-09-30 $1.7M 13k 135.55
2023-06-30 $1.8M 13k 140.80
2023-03-31 $1.9M 14k 137.02
2022-12-31 $1.7M 12k 138.67
2022-09-30 $1.5M 12k 128.90
2022-06-30 $1.6M 12k 136.18
2022-03-31 $1.9M 12k 161.36
2021-12-31 $2.1M 13k 166.03
2021-09-30 $2.4M 15k 160.20
2021-06-30 $2.6M 16k 165.77
2021-03-31 $2.3M 14k 159.50
2020-12-31 $2.4M 19k 131.74
2020-09-30 $1.8M 18k 99.32
2020-06-30 $918k 9.4k 97.45
2020-03-31 $618k 7.5k 82.07
2019-12-31 $577k 4.5k 128.62
2019-09-30 $438k 3.7k 119.35
2019-06-30 $411k 3.4k 120.60
2019-03-31 $414k 3.5k 119.93
2018-12-31 $348k 3.2k 107.54
2018-09-30 $415k 3.1k 133.01
2018-06-30 $427k 3.2k 131.91
2018-03-31 $361k 3.0k 121.96
2017-12-31 $253k 2.0k 125.93
2017-09-30 $254k 2.0k 124.27
2017-06-30 $200k 1.7k 118.84
2017-03-31 $162k 1.4k 118.16
2016-12-31 $165k 1.4k 119.22
2016-09-30 $135k 1.3k 104.65
2016-06-30 $126k 1.3k 97.67

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index