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iShares Russell 2000 Value Index shares owned by Whittier Trust

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

Historical chart of Whittier Trust investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Whittier Trust 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 Whittier Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $46M 297k 155.33
2023-09-30 $39M 290k 135.55
2023-06-30 $44M 311k 140.80
2023-03-31 $40M 294k 137.02
2022-12-31 $39M 279k 138.67
2022-09-30 $36M 281k 128.93
2022-06-30 $32M 236k 136.15
2022-03-31 $38M 234k 161.40
2021-12-31 $46M 274k 166.05
2021-09-30 $42M 261k 160.23
2021-06-30 $42M 256k 165.77
2021-03-31 $38M 240k 159.47
2020-12-31 $31M 232k 131.75
2020-09-30 $9.8M 98k 99.32
2020-06-30 $9.7M 99k 97.46
2020-03-31 $9.7M 118k 82.03
2019-12-31 $19M 145k 128.58
2019-09-30 $18M 147k 119.41
2019-06-30 $18M 147k 120.50
2019-03-31 $18M 146k 119.90
2018-12-31 $16M 145k 107.54
2018-09-30 $16M 121k 133.00
2018-06-30 $7.3M 71k 103.25
2018-03-31 $15M 120k 121.88
2017-12-31 $15M 120k 125.75
2017-09-30 $14M 113k 124.12
2017-06-30 $8.5M 72k 118.87
2017-03-31 $9.5M 81k 118.16
2016-12-31 $9.4M 79k 118.93
2016-09-30 $9.1M 87k 104.75
2016-06-30 $8.8M 90k 97.29
2016-03-31 $6.9M 74k 93.18
2015-12-31 $7.3M 80k 91.93
2015-09-30 $7.3M 81k 90.11
2015-06-30 $8.0M 78k 101.96
2015-03-31 $8.1M 78k 103.21
2014-12-31 $7.9M 78k 101.68
2014-09-30 $6.8M 72k 93.56
2014-06-30 $7.3M 71k 103.25
2014-03-31 $7.0M 69k 100.84
2013-12-31 $6.9M 70k 99.50
2013-09-30 $13M 145k 91.64
2013-06-30 $12M 143k 85.90
2012-03-31 $11M 148k 72.97

More positions owned by Whittier Trust

Apple Computer Us Large-cap Equities (AAPL)
Microsoft Corp Us Large-cap Equities (MSFT)
SPDR TR S&P 500 Etf Equity (SPY)
Ishares S&p 500 Index Etf Equity (IVV)
Nvidia Corp Us Large-cap Equities (NVDA)
Alphabet Inc Cl C Us Large-cap Equities (GOOG)
Amazon Us Large-cap Equities (AMZN)
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A)
Visa Inc Com Cl A Us Large-cap Equities (V)
J P Morgan Chase & Co Us Large-cap Equities (JPM)
Ishares S&p Midcap 400 Index Etf Equity (IJH)
Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY)
Broadcom Us Large-cap Equities (AVGO)
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)
Vanguard Ftse Developed Markets Etf Equity (VEA)

View all positions for Whittier Trust

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index