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iShares Russell 2000 Value Index shares owned by GW & Wade

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

Historical chart of GW & Wade investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 152k 155.33
2023-09-30 $21M 153k 135.55
2023-06-30 $22M 154k 140.80
2023-03-31 $23M 168k 137.02
2022-12-31 $24M 174k 138.67
2022-09-30 $16M 127k 128.93
2022-06-30 $17M 127k 136.15
2022-03-31 $17M 106k 161.40
2021-12-31 $18M 108k 166.05
2021-09-30 $17M 107k 160.23
2021-06-30 $18M 106k 165.77
2021-03-31 $16M 99k 159.47
2020-12-31 $13M 97k 131.75
2020-09-30 $8.1M 81k 99.33
2020-06-30 $9.2M 94k 97.46
2020-03-31 $7.9M 96k 82.03
2019-12-31 $6.9M 53k 128.58
2019-09-30 $6.2M 52k 119.41
2019-06-30 $6.4M 53k 120.49
2019-03-31 $6.0M 50k 119.90
2018-12-31 $5.3M 50k 107.54
2018-09-30 $3.8M 28k 133.00
2018-06-30 $4.0M 30k 131.93
2018-03-31 $3.7M 30k 121.89
2017-12-31 $3.9M 31k 125.74
2017-09-30 $3.8M 31k 124.13
2017-06-30 $3.8M 32k 118.86
2017-03-31 $3.2M 27k 118.17
2016-12-31 $3.2M 27k 118.94
2016-09-30 $2.2M 21k 104.73
2016-06-30 $2.2M 22k 97.27
2016-03-31 $2.4M 26k 93.18
2015-12-31 $2.2M 24k 91.96
2015-09-30 $2.2M 24k 90.11
2015-06-30 $2.5M 24k 101.97
2015-03-31 $2.7M 27k 103.20
2014-12-31 $3.4M 33k 101.68
2014-09-30 $3.2M 34k 93.55
2014-06-30 $3.8M 37k 103.26
2014-03-31 $4.1M 40k 100.84
2013-12-31 $4.0M 40k 99.50
2013-09-30 $3.5M 38k 91.65
2013-06-30 $3.1M 36k 85.90
2013-03-31 $2.9M 35k 83.80

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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