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iShares Russell 2000 Value Index shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $75k 474 158.81
2023-12-31 $74k 474 155.33
2023-09-30 $64k 474 135.55
2023-06-30 $67k 474 140.80
2023-03-31 $65k 474 137.02
2022-12-31 $176k 1.3k 138.67

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View all positions for Windsor Advisory Group

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