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iShares Russell 2000 Value Index shares owned by Derby & Company

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

Historical chart of Derby & Company 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 Derby & Company 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 Derby & Company

Quarter filed Position value Share count Share price at filing
2021-09-30 $16M 100k 160.23
2021-06-30 $16M 97k 165.77
2021-03-31 $15M 94k 159.47
2020-12-31 $12M 90k 131.75
2020-09-30 $8.6M 86k 99.34

More positions owned by Derby & Company

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard World Fds Financials Etf (VFH)
Golub Capital BDC (GBDC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Nuveen Blmbrg Sr (SHM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)

View all positions for Derby & Company

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
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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