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iShares Russell 2000 Value Index shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest Wealth Advisors 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 Archvest Wealth Advisors 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 Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 28k 155.33
2023-09-30 $4.1M 31k 135.55
2023-06-30 $4.0M 29k 140.80
2023-03-31 $3.9M 28k 137.02
2022-12-31 $3.6M 26k 138.67
2022-09-30 $3.4M 26k 128.93
2022-06-30 $3.8M 28k 136.17
2022-03-31 $4.5M 28k 161.38
2021-12-31 $4.5M 27k 166.05