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iShares Russell 2000 Value Index shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors 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 WESPAC Advisors 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $212k 1.3k 164.17
2021-03-31 $319k 2.0k 159.50
2017-06-30 $2.1M 18k 118.88
2017-03-31 $1.4M 12k 118.19

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
At&t (T)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Telecom Etf (IYZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Select Sector Spdr Tr Technology (XLK)

View all positions for WESPAC Advisors

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