iShares Russell 2000 Value Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 16k | 155.33 |
| 2023-09-30 | $1.8M | 13k | 135.55 |
| 2023-06-30 | $1.6M | 11k | 140.80 |
| 2023-03-31 | $1.4M | 10k | 137.02 |
| 2022-12-31 | $1.4M | 10k | 138.67 |
| 2022-09-30 | $1.3M | 10k | 128.91 |
| 2022-06-30 | $1.4M | 10k | 136.15 |
| 2022-03-31 | $1.6M | 10k | 161.37 |
| 2021-12-31 | $1.7M | 11k | 166.05 |
| 2021-09-30 | $1.6M | 10k | 160.19 |
| 2021-06-30 | $1.7M | 10k | 165.77 |
| 2021-03-31 | $1.7M | 11k | 159.43 |
| 2020-12-31 | $1.7M | 13k | 131.71 |
| 2020-09-30 | $844k | 8.5k | 99.29 |
| 2020-06-30 | $687k | 7.1k | 97.45 |
| 2020-03-31 | $653k | 8.0k | 82.09 |
| 2017-12-31 | $485k | 3.9k | 125.65 |
| 2017-09-30 | $368k | 3.0k | 124.11 |
| 2017-06-30 | $355k | 3.0k | 118.77 |
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