iShares Russell 2000 Value Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Russell 2000 Value Index
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All positions including iShares Russell 2000 Value Index held by Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $515k | 3.1k | 163.84 |
| 2024-06-30 | $472k | 3.1k | 150.59 |
| 2024-03-31 | $431k | 2.8k | 156.46 |
| 2023-12-31 | $413k | 2.7k | 150.56 |
| 2023-09-30 | $371k | 2.7k | 135.54 |
| 2023-06-30 | $386k | 2.7k | 140.79 |
| 2022-12-31 | $208k | 1.5k | 138.71 |
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