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iShares Russell 2000 Value Index shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 12k 158.81
2023-12-31 $136k 873 155.33
2023-09-30 $118k 873 135.55
2023-06-30 $123k 873 140.80
2023-03-31 $133k 967 137.02
2022-12-31 $132k 954 138.73
2022-09-30 $123k 954 128.93
2022-06-30 $120k 886 135.44
2022-03-31 $143k 886 161.40
2021-12-31 $147k 886 165.91
2021-09-30 $141k 886 159.14
2021-06-30 $144k 873 164.95
2021-03-31 $139k 873 159.22
2020-12-31 $115k 873 131.73
2020-09-30 $86k 873 98.51
2020-06-30 $85k 873 97.37
2020-03-31 $71k 873 81.33
2018-06-30 $4.0k 31 129.03
2018-03-31 $4.0k 31 129.03

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell 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