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iShares Russell 2000 Value Index shares owned by Maltin Wealth Management

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

Historical chart of Maltin 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 Maltin 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 Maltin Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 13k 158.81
2023-12-31 $1.9M 13k 155.33
2023-09-30 $1.7M 13k 135.55
2023-06-30 $679k 4.8k 140.80
2023-03-31 $1.8M 13k 137.02
2022-12-31 $1.8M 13k 138.67
2022-09-30 $2.3M 18k 128.93
2022-06-30 $2.4M 18k 136.16
2022-03-31 $2.9M 18k 161.41
2021-12-31 $3.3M 20k 166.05
2021-09-30 $3.0M 18k 160.22
2021-06-30 $3.0M 18k 165.79
2021-03-31 $2.6M 16k 159.45
2020-12-31 $2.1M 16k 131.76
2020-09-30 $1.7M 17k 99.32
2020-06-30 $1.7M 18k 97.47
2020-03-31 $1.5M 18k 82.02

More positions owned by Maltin Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Inter (YJUN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core High Dv Etf (HDV)
Vanguard World Industrial Etf (VIS)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Maltin 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