Systematic Financial Management »

iShares Russell 2000 Value Index shares owned by Systematic Financial Management

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

Historical chart of Systematic Financial 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 Systematic Financial 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 Systematic Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 45k 155.34
2023-09-30 $1.4M 10k 135.56
2023-06-30 $898k 6.4k 140.80
2023-03-31 $933k 6.8k 137.02
2022-12-31 $1.4M 10k 138.67
2022-09-30 $696k 5.4k 128.89
2022-06-30 $1.4M 10k 136.18
2022-03-31 $939k 5.8k 161.40
2021-12-31 $3.1M 19k 166.06
2021-09-30 $426k 2.7k 160.33
2021-06-30 $223k 1.3k 165.43
2021-03-31 $149k 936 159.19
2020-12-31 $415k 3.1k 131.87
2020-09-30 $488k 4.9k 99.35
2020-06-30 $138k 1.4k 97.60
2020-03-31 $408k 5.0k 81.98
2019-12-31 $1.3M 9.8k 128.62
2019-09-30 $339k 2.8k 119.37
2019-06-30 $729k 6.1k 120.44
2019-03-31 $219k 1.8k 120.13
2018-12-31 $6.1M 57k 107.54
2018-09-30 $428k 3.2k 133.00
2018-06-30 $160k 1.2k 131.69
2018-03-31 $127k 1.0k 121.76
2017-12-31 $480k 3.8k 125.62
2017-09-30 $40k 325 123.08
2017-06-30 $207k 1.7k 118.76
2017-03-31 $133k 1.1k 118.01
2016-12-31 $278k 2.3k 118.80
2016-09-30 $17k 165 103.03
2015-12-31 $347k 3.8k 91.80
2015-09-30 $317k 3.5k 89.93
2014-12-31 $315k 3.1k 101.61
2014-09-30 $105k 1.1k 93.33

More positions owned by Systematic Financial Management

First Citiz Bancshares A Cl A (FCNCA)
Magnolia Oil & Gas Corp Cl A Cl A (MGY)
Emcor (EME)
Mueller Industries (MLI)
Comfort Systems USA (FIX)
Northwestern Energy Group Com New (NWE)
Webster Financial Corporation (WBS)
KBR (KBR)
ICF International (ICFI)
Curtiss-Wright (CW)
Washington Federal (WAFD)
Piper Jaffray Companies (PIPR)
Onto Innovation (ONTO)
Cross Country Healthcare (CCRN)
Everest Re Group (EG)

View all positions for Systematic Financial 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