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iShares Russell 2000 Value Index shares owned by Baxter Brothers

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

Historical chart of Baxter Brothers investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Baxter Brothers 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 Baxter Brothers

Quarter filed Position value Share count Share price at filing
2024-03-31 $377k 2.4k 158.81
2023-12-31 $373k 2.4k 155.33
2023-09-30 $323k 2.4k 135.55

More positions owned by Baxter Brothers

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Intuit (INTU)
Exxon Mobil Corporation (XOM)
Visa Com Cl A (V)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C (GOOG)
Qualcomm (QCOM)
Automatic Data Processing (ADP)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Thermo Fisher Scientific (TMO)

View all positions for Baxter Brothers

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