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iShares Russell 2000 Value Index shares owned by Strategic Financial

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

Historical chart of Strategic Financial 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 Strategic Financial 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 19k 155.33
2023-09-30 $2.6M 19k 135.55
2023-06-30 $2.7M 19k 140.80
2023-03-31 $2.7M 19k 137.02
2022-12-31 $2.8M 20k 138.67
2022-09-30 $2.7M 21k 128.92
2022-06-30 $3.0M 22k 136.16
2022-03-31 $3.7M 23k 161.40
2021-12-31 $3.7M 22k 166.06
2021-09-30 $2.9M 18k 160.23
2021-06-30 $2.7M 17k 165.79
2021-03-31 $2.7M 17k 159.46
2020-12-31 $2.2M 17k 131.77
2020-09-30 $1.7M 17k 99.32
2020-06-30 $1.8M 19k 97.46
2020-03-31 $1.7M 20k 82.06
2019-12-31 $2.7M 21k 128.56
2019-09-30 $2.5M 21k 119.40
2019-06-30 $2.6M 22k 120.49
2019-03-31 $2.7M 22k 119.92
2018-12-31 $2.6M 24k 107.53
2018-09-30 $3.6M 27k 133.01
2018-06-30 $3.4M 26k 131.92
2018-03-31 $2.6M 22k 121.88
2017-12-31 $2.3M 18k 125.72
2017-09-30 $3.7M 30k 124.13
2017-06-30 $1.3M 11k 118.88
2017-03-31 $1.4M 12k 118.19
2016-12-31 $1.8M 15k 118.97
2016-09-30 $1.8M 17k 104.78
2016-06-30 $2.0M 20k 97.27
2016-03-31 $1.4M 15k 93.19
2015-12-31 $1.1M 12k 91.94

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

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