iShares Russell 2000 Value Index shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital 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 Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Value Index by Roundview Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.7M | 11k | 158.81 |
2023-12-31 | $1.7M | 11k | 155.33 |
2023-09-30 | $1.6M | 12k | 135.55 |
2023-06-30 | $1.8M | 13k | 140.80 |
2023-03-31 | $1.8M | 13k | 137.02 |
2022-12-31 | $1.8M | 13k | 138.67 |
2022-09-30 | $1.7M | 13k | 128.91 |
2022-06-30 | $1.8M | 13k | 136.14 |
2022-03-31 | $2.1M | 13k | 161.39 |
2021-12-31 | $2.1M | 13k | 166.05 |
2021-09-30 | $2.1M | 13k | 160.24 |
2021-06-30 | $2.2M | 13k | 165.79 |
2021-03-31 | $2.1M | 13k | 159.46 |
2020-12-31 | $1.7M | 13k | 131.78 |
2020-09-30 | $1.2M | 12k | 99.36 |
2020-06-30 | $1.2M | 12k | 97.50 |
2020-03-31 | $822k | 10k | 82.06 |
2019-12-31 | $1.6M | 13k | 128.54 |
2019-09-30 | $1.5M | 13k | 119.39 |
2019-06-30 | $1.5M | 13k | 120.48 |
2019-03-31 | $1.5M | 13k | 119.91 |
2018-12-31 | $1.4M | 13k | 107.55 |
2018-09-30 | $1.7M | 13k | 132.98 |
2018-06-30 | $1.7M | 13k | 131.96 |
2018-03-31 | $1.6M | 13k | 121.91 |
2017-12-31 | $4.0M | 32k | 125.74 |
2017-09-30 | $3.7M | 30k | 124.12 |
2017-06-30 | $1.3M | 11k | 118.83 |
2017-03-31 | $1.3M | 11k | 118.12 |
2016-12-31 | $1.3M | 11k | 118.97 |
2016-09-30 | $1.2M | 11k | 104.76 |
2016-06-30 | $978k | 10k | 97.27 |
2016-03-31 | $3.7M | 40k | 93.18 |
2015-12-31 | $1.1M | 12k | 91.96 |
2015-09-30 | $777k | 8.6k | 90.08 |
2015-06-30 | $880k | 8.6k | 102.02 |
2015-03-31 | $890k | 8.6k | 103.18 |
2014-12-31 | $877k | 8.6k | 101.67 |
2014-09-30 | $2.1M | 22k | 93.55 |
2014-06-30 | $2.2M | 21k | 103.28 |
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