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iShares Russell 2000 Value Index shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 6.9k 166.82
2023-09-30 $1.0M 7.4k 135.55
2022-12-31 $1.2M 7.6k 152.64
2022-09-30 $1.0M 7.1k 144.07
2022-03-31 $927k 6.2k 148.46

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

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