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iShares Russell 2000 Value Index shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset 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 Litman Gregory Asset 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 1.7k 155.33
2023-09-30 $235k 1.7k 135.55
2023-06-30 $244k 1.7k 140.80
2021-03-31 $21k 134 156.72
2020-12-31 $18k 134 134.33
2020-09-30 $13k 134 97.01
2020-06-30 $13k 134 97.01
2020-03-31 $11k 136 80.88
2019-12-31 $21k 162 129.63
2019-09-30 $19k 162 117.28
2019-06-30 $20k 162 123.46
2019-03-31 $3.0k 26 115.38
2018-12-31 $3.0k 26 115.38
2018-09-30 $3.0k 26 115.38