iShares Russell 2000 Value Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $156k | 880 | 176.81 |
| 2025-06-30 | $146k | 925 | 157.76 |
| 2025-03-31 | $125k | 826 | 150.98 |
| 2024-12-31 | $136k | 826 | 164.17 |
| 2024-09-30 | $138k | 826 | 166.82 |
| 2024-06-30 | $126k | 826 | 152.30 |
| 2024-03-31 | $131k | 826 | 158.81 |
| 2023-12-31 | $128k | 826 | 155.33 |
| 2023-09-30 | $112k | 826 | 135.55 |
| 2023-06-30 | $116k | 826 | 140.80 |
| 2023-03-31 | $113k | 826 | 137.02 |
| 2022-12-31 | $120k | 868 | 138.67 |
| 2022-09-30 | $127k | 985 | 128.93 |
| 2022-06-30 | $128k | 940 | 136.17 |
| 2022-03-31 | $155k | 963 | 160.96 |
| 2021-12-31 | $156k | 940 | 165.96 |
| 2021-09-30 | $136k | 847 | 160.57 |
| 2021-06-30 | $140k | 847 | 165.29 |
| 2020-12-31 | $112k | 847 | 132.23 |
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