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iShares Russell 2000 Value Index shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth 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 Bartlett & Co. Wealth 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 16k 158.81
2023-12-31 $2.5M 16k 157.72
2023-09-30 $2.2M 16k 136.49

More positions owned by Bartlett & Co. Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Procter & Gamble Company (PG)
Berkshire Hathaway (BRK.B)
JPMorgan Chase & Co. (JPM)
MasterCard Incorporated (MA)
Lowe's Companies (LOW)
Amazon (AMZN)
Abbott Laboratories (ABT)
TJX Companies (TJX)
Costco Wholesale Corporation (COST)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
Pepsi (PEP)
Amgen (AMGN)

View all positions for Bartlett & Co. Wealth Management

Top funds holding iShares Russell 2000 Value Index

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

View all funds holding iShares Russell 2000 Value Index