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iShares Russell 2000 Value Index shares owned by U.S. Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by U.S. Capital Advisors from 13F filings

Historical chart of U.S. Capital Advisors 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 U.S. Capital Advisors 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 U.S. Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $3.3M 20k 165.77
2021-03-31 $3.2M 20k 159.45
2020-12-31 $2.6M 19k 131.77
2019-09-30 $96k 805 119.42
2016-03-31 $895k 83k 10.74

More positions owned by U.S. Capital Advisors

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Enterprise Products Partners (EPD)
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Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
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Vanguard Index Fds Total Stk Mkt (VTI)
Cisco Systems (CSCO)
JPMorgan Chase & Co. (JPM)
Pfizer (PFE)
Abbvie (ABBV)
Ark Etf Tr Innovation Etf (ARKK)
Johnson & Johnson (JNJ)
Chevron Corporation (CVX)

View all positions for U.S. Capital Advisors

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