iShares Russell 2000 Value Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 2.9k | 176.75 |
| 2025-06-30 | $409k | 2.6k | 157.92 |
| 2025-03-31 | $417k | 2.8k | 150.81 |
| 2024-12-31 | $469k | 2.9k | 164.04 |
| 2024-09-30 | $489k | 2.9k | 166.78 |
| 2024-06-30 | $504k | 3.3k | 152.40 |
| 2024-03-31 | $521k | 3.3k | 158.70 |
| 2023-12-31 | $528k | 3.4k | 155.39 |
| 2023-09-30 | $484k | 3.6k | 135.46 |
| 2023-06-30 | $524k | 3.7k | 140.75 |
| 2023-03-31 | $520k | 3.8k | 136.91 |
| 2022-12-31 | $527k | 3.8k | 138.76 |
| 2022-09-30 | $490k | 3.8k | 129.02 |
| 2022-06-30 | $509k | 3.7k | 136.13 |
| 2022-03-31 | $603k | 3.7k | 161.27 |
| 2021-12-31 | $630k | 3.8k | 165.92 |
| 2021-09-30 | $658k | 4.1k | 160.29 |
| 2021-06-30 | $647k | 3.9k | 165.73 |
| 2021-03-31 | $623k | 3.9k | 159.58 |
| 2020-12-31 | $519k | 3.9k | 131.76 |
| 2020-09-30 | $404k | 4.1k | 99.41 |
| 2020-06-30 | $396k | 4.1k | 97.44 |
| 2020-03-31 | $348k | 4.2k | 82.09 |
| 2019-12-31 | $635k | 4.9k | 128.49 |
| 2019-09-30 | $598k | 5.0k | 119.50 |
| 2019-06-30 | $609k | 5.1k | 120.50 |
| 2019-03-31 | $606k | 5.1k | 119.91 |
| 2018-12-31 | $581k | 5.4k | 107.51 |
| 2018-09-30 | $713k | 5.4k | 132.92 |
| 2018-06-30 | $752k | 5.7k | 131.95 |
| 2018-03-31 | $710k | 5.8k | 121.91 |
| 2017-12-31 | $773k | 6.1k | 125.71 |
| 2017-09-30 | $763k | 6.1k | 124.09 |
| 2017-06-30 | $744k | 6.3k | 118.85 |
| 2017-03-31 | $740k | 6.3k | 118.21 |
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