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iShares Russell 2000 Value Index shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory 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 Bridge Advisory 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 Bridge Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 6.7k 158.81
2023-12-31 $1.0M 6.7k 155.33
2023-09-30 $1.0M 7.4k 135.55

More positions owned by Bridge Advisory

Ishares Tr Short Treas Bd (SHV)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Sprott Physical Gold Tr Unit (PHYS)
Sprott Physical Silver Tr Tr Unit (PSLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p Us Vlu (IUSV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr K1 Fre Crd Oil (OILK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Bridge Advisory

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