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iShares Russell 2000 Value Index shares owned by Badgley Phelps Wealth Managers

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

Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2023-12-31 $54M 350k 155.33
2023-09-30 $44M 322k 135.55
2023-06-30 $46M 328k 140.80
2023-03-31 $45M 325k 137.02
2022-12-31 $45M 321k 138.67
2022-09-30 $43M 330k 128.93
2022-06-30 $48M 353k 136.15
2022-03-31 $60M 373k 161.40
2021-12-31 $62M 372k 166.05
2021-09-30 $59M 365k 160.23