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iShares Russell 2000 Value Index shares owned by Winfield Associates

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

Historical chart of Winfield Associates 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 Winfield Associates 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 Winfield Associates

Quarter filed Position value Share count Share price at filing
2022-03-31 $699k 4.3k 161.43
2021-12-31 $1.3M 7.7k 166.00
2021-09-30 $1.3M 8.3k 160.29
2021-06-30 $1.4M 8.6k 165.75
2021-03-31 $336k 2.1k 159.62
2020-12-31 $277k 2.1k 131.59
2020-09-30 $219k 2.2k 99.32
2020-06-30 $353k 3.6k 97.51
2020-03-31 $240k 2.9k 82.19
2019-12-31 $465k 3.6k 128.45
2019-09-30 $540k 4.5k 119.34
2019-06-30 $572k 4.7k 120.55
2019-03-31 $762k 6.4k 119.91
2018-12-31 $1.2M 11k 107.50
2018-09-30 $2.2M 17k 132.98
2018-06-30 $2.2M 17k 131.89
2018-03-31 $2.0M 17k 121.90
2017-12-31 $2.3M 18k 125.78
2017-09-30 $2.4M 19k 124.13
2017-06-30 $2.4M 20k 118.86
2017-03-31 $2.3M 20k 118.16
2016-12-31 $1.7M 14k 118.96
2016-09-30 $51k 490 104.08
2016-06-30 $48k 490 97.96
2016-03-31 $46k 490 93.88
2015-12-31 $45k 490 91.84
2015-09-30 $395k 4.4k 90.20
2015-06-30 $436k 4.3k 101.89
2015-03-31 $415k 4.0k 103.23
2014-12-31 $408k 4.0k 101.75
2014-09-30 $1.2M 13k 93.58
2014-06-30 $1.3M 12k 103.22
2014-03-31 $1.2M 12k 100.82
2013-12-31 $1.4M 14k 99.50

More positions owned by Winfield Associates

Apple Stock (AAPL)
Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares S&p 500 Index Etf (IVV)
Ishares Dj Select Dividend Etf (DVY)
Vanguard Total Stock Market Index Fund Etf (VTI)
Ishares S&p Midcap 400 Growth Index Etf (IJK)
Pimco Enhanced Short Maturity Etf Etf (MINT)
Nvidia Corporation Stock (NVDA)
Google Stock (GOOGL)
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Winfield Associates

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index