iShares Russell 2000 Value Index shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $10M | 60k | 165.76 |
| 2021-03-31 | $10M | 64k | 159.48 |
| 2020-12-31 | $8.0M | 61k | 131.75 |
| 2020-09-30 | $6.6M | 66k | 99.33 |
| 2020-06-30 | $4.3M | 44k | 97.45 |
| 2020-03-31 | $6.2M | 75k | 82.03 |
| 2019-12-31 | $6.0M | 47k | 128.59 |
| 2019-09-30 | $5.4M | 45k | 119.42 |
| 2019-06-30 | $5.0M | 41k | 120.51 |
| 2019-03-31 | $4.8M | 40k | 119.97 |
| 2018-12-31 | $3.9M | 37k | 107.54 |
| 2018-09-30 | $4.4M | 33k | 133.00 |
| 2018-06-30 | $1.5M | 12k | 131.90 |
| 2018-03-31 | $1.2M | 10k | 121.88 |
| 2017-12-31 | $1.0M | 8.1k | 125.80 |
Top funds holding iShares Russell 2000 Value Index
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