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iShares Russell 2000 Value Index shares owned by Nwam

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

Historical chart of Nwam 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 Nwam 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 Nwam

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 7.4k 158.69
2023-12-31 $1.2M 7.4k 155.33
2023-06-30 $972k 6.9k 140.80
2023-03-31 $676k 4.9k 137.03
2022-12-31 $943k 6.8k 138.69
2022-09-30 $742k 5.8k 128.86
2022-06-30 $829k 6.1k 136.26
2022-03-31 $913k 5.7k 161.36
2021-12-31 $747k 4.5k 166.15
2021-09-30 $821k 5.1k 160.20
2021-06-30 $952k 5.7k 165.71
2021-03-31 $1.3M 8.1k 159.52
2020-12-31 $713k 5.4k 131.77
2020-06-30 $513k 5.3k 97.53
2020-03-31 $589k 7.2k 81.98
2019-12-31 $880k 6.8k 128.60
2019-09-30 $817k 6.8k 119.39
2019-06-30 $799k 6.6k 120.48
2019-03-31 $815k 6.8k 119.91
2018-12-31 $748k 7.0k 107.58
2018-09-30 $917k 6.9k 133.03
2018-06-30 $909k 6.9k 131.87
2018-03-31 $847k 6.9k 121.92
2017-12-31 $1.0M 8.0k 125.80
2017-09-30 $958k 7.7k 124.17
2017-06-30 $870k 7.3k 118.93
2017-03-31 $937k 7.9k 118.14
2016-12-31 $925k 7.8k 118.96
2016-09-30 $833k 8.0k 104.71
2016-06-30 $974k 10k 97.32
2016-03-31 $947k 10k 93.14
2015-12-31 $594k 6.5k 91.99
2015-06-30 $388k 4.0k 97.00
2015-03-31 $341k 3.3k 103.33
2014-12-31 $1.4M 14k 101.69
2014-09-30 $1.4M 16k 93.55
2014-06-30 $1.5M 14k 103.25
2014-03-31 $1.5M 15k 100.86
2013-12-31 $331k 3.3k 99.49
2013-09-30 $361k 3.4k 106.55
2013-06-30 $361k 4.2k 85.85
2012-12-31 $2.4M 32k 75.49
2012-09-30 $2.4M 32k 73.92
2012-06-30 $2.4M 34k 70.38

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nwam

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