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iShares Russell 2000 Value Index shares owned by West Coast Financial

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

Historical chart of West Coast Financial investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 7.4k 166.82
2024-06-30 $1.2M 7.7k 152.30
2024-03-31 $1.2M 7.7k 158.81
2023-12-31 $1.2M 7.7k 155.33
2023-09-30 $1.0M 7.7k 135.55
2023-06-30 $1.1M 7.7k 140.80
2023-03-31 $1.1M 8.2k 137.02
2022-12-31 $1.1M 8.2k 138.67
2022-09-30 $1.1M 8.3k 128.87
2022-06-30 $1.1M 8.3k 136.14
2022-03-31 $1.3M 8.3k 161.43
2021-12-31 $1.4M 8.3k 166.00
2021-09-30 $1.3M 8.3k 160.23
2021-06-30 $1.4M 8.3k 165.76
2021-03-31 $1.4M 8.6k 159.48
2020-12-31 $1.2M 9.3k 131.74
2020-09-30 $938k 9.4k 99.32
2020-06-30 $917k 9.4k 97.47
2020-03-31 $827k 10k 82.08
2019-12-31 $1.4M 11k 128.56
2019-09-30 $1.3M 11k 119.40
2019-06-30 $1.3M 11k 120.47
2019-03-31 $1.7M 14k 119.87
2018-12-31 $1.6M 15k 107.53
2018-09-30 $2.0M 15k 132.99
2018-06-30 $1.9M 14k 131.94
2018-03-31 $1.8M 15k 121.91
2017-12-31 $2.0M 16k 125.73
2017-09-30 $2.6M 21k 124.11
2017-06-30 $2.7M 23k 118.89
2017-03-31 $2.8M 24k 118.18
2016-12-31 $2.9M 24k 118.95
2016-09-30 $2.6M 25k 104.76
2016-06-30 $2.4M 25k 97.28
2016-03-31 $2.4M 26k 93.17
2015-12-31 $2.3M 25k 91.94
2015-09-30 $2.2M 24k 90.11
2015-06-30 $2.6M 25k 101.95
2014-06-30 $2.1M 20k 103.27
2014-03-31 $2.2M 22k 100.82
2013-06-30 $2.1M 24k 85.88
2011-09-30 $1.3M 23k 57.02
2011-06-30 $1.1M 15k 73.41

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Ishares Tr Core S&p Scp Etf (IJR)
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Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Amphenol Corp Cl A (APH)
Public Storage (PSA)
Marsh & McLennan Companies (MMC)
W.W. Grainger (GWW)
Pepsi (PEP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for West Coast Financial

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